Client Service Manager

Location: Derby - DE6

Client Service Manager

As a leading wealth management practice, our continued growth and expansion has created an opportunity to oversee the delivery of outstanding service to our clients. You will take a proactive approach to client servicing and take great pride in ensuring our clients receive the best, long-term financial advice from our team of outstanding Advisers/Wealth Managers.

The business has recently reinvested significantly into a new office building, meaning the successful candidate will benefit from a genuinely outstanding working environment to help them to excel.

You will be working alongside a number of Wealth Managers/Advisers to assist them in delivering a first class, professional client service. This challenging role will require a high level of communicational skill to prioritise and coordinate workload activities, whilst being the main conduit for client feedback.

Although not essential, an understanding of Financial Services, or the desire to learn, will be a benefit to the successful applicant to enable them to handle client requests knowledgeably. The successful applicant will be responsible for collecting and collating client feedback, presenting the data internally and then implementing actions to ensure we continue to deliver the best client proposition we can.

The successful candidate will be given the opportunity to develop and grow within the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.

Key Responsibilities

  • Proactively seek client feedback
  • To use initiative and discretion in managing client issues to locate the best outcome
  • Report client feedback internally in an objective manner, looking for ways to develop our client service offering
  • Correspond with clients in a caring and professional manner, to provide assurance that their client experience is paramount to the Practice
  • To deliver the highest standard of client care both internally and externally.
  • To work on longer term project to enhance of client service offering
  • Work closely with the Marketing Department to ensure CRM systems contain the correct client information
  • Maintain accurate records of client correspondences using CRM systems.
  • Accurately update internal database systems.

Key Experience & Skills

  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
  • Full understanding of back office systems and processes.
  • Able to multi-task and work to deadlines, ensuring quality is never compromised.
  • The ability to use initiative and problem solve.
  • Demonstrate excellent communication skills, particularly paying attention to detail – both internally and externally.
  • Approach work positively with a can-do attitude and takes responsibility for tasks.
  • Ensure confidentiality is maintained at all times.
  • Display professional appearance to maintain our company brand.
  • A willingness to work as a team member.
  • Committed to personal development.
  • Advanced computer skills with knowledge of the Microsoft packages.
  • Able to work under pressure to meet specific time deadlines
  • Happy, motivated and keen to work within a dynamic and progressive business

In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)

To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

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