Role: Client Services Manager

Salary: circa. £35,000 + bonus (OTE £42k)

Location: Shrewsbury + 1 day WFH

Company:

Leading Financial Services firm.

 Are you a highly motivated and experienced Client Services Manager with a passion for delivering exceptional client service? Our client, a well-established firm, is seeking a detail-oriented and analytical individual to join their team as a Client Services Manager. This role will be based in Shrewsbury and offers a competitive compensation package, including benefits such as health insurance, retirement plans, and paid time off.

The Role:

As the Client Services Manager, you will be responsible for:

• Acting as the primary liaison for clients, promptly addressing their inquiries and needs
• Compiling comprehensive client documentation for various advisory meetings and engagements
• Facilitating the processing of new business transactions and documentation
• Oversight of client accounts, delivering consistent updates on their progress
• Handling incoming calls and managing client and third-party queries effectively
• Efficiently organizing task lists and prioritizing work within specified deadlines
• Proactively communicating with clients and providing them with regular updates
• Coordinating and managing advisor schedules for client meetings, ensuring all necessary documentation is prepared
• Ensuring adherence to responsible, compliant, and timely business practices, meeting all internal and external legislative requirements

About You:

• Experience in professional / financial services, and a proven ability to work effectively under pressure.
• Proficiency in utilising Microsoft Office, demonstrating excellent attention to detail and the capability to prioritise and organise tasks efficiently.
• A track record of building and maintaining strong client relationships, showcasing the ability to thrive in demanding and high-pressure environments.

Benefits:

•  Automatic enrolment in the pension scheme
• Access to private medical insurance and death in service benefits after probation period
• Eligibility for a staff bonus scheme, offering the potential to earn up to 20% of your salary
• Support for study and exam initiatives
• Opportunities to participate in community volunteering initiatives and team social events

If you are a motivated individual with a passion for delivering exceptional client service, we would love to hear from you. Please submit your CV and we will get in touch around next steps. 

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