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Client Services Manager
- To be advised
- Fixed Contract, Full Time
- Closing in 47 days
- Search and Select Recruitment Agency
Our client seeks a Client Service Manager to assist their team. Role Profile: Develop and manage relationships with financial advisers and their clients. Develop and manage relationships with colleagues throughout the Group. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and that of colleagues. Perform general banking and accounting functions. Help in general running of office. Key Responsibilities: Relationship Management Developing and managing relationships with the financial adviser firms. Resolving complaints and errors quickly and accurately. Building and maintain mutually-beneficial relationships with colleagues across the Group. Processing Processing work received via post, e-mail and tasks within the agreed time-scales. Prioritising and managing your workload throughout the day. Answering calls from adviser firms and their clients promptly and provide them with high quality service. Responding to queries from clients, advisers and colleagues in a timely manner. Quality checking your work and that of your colleagues. Identifying and helping to solve systemic issues. Working closely with adviser firms, other providers and internal parties to ensure timely completion of work. Processing daily banking movements including internal Company to Company movements, EQ, BACs and Bankline. Key Skills and Experience: Essential Knowledge and understanding of general Banking. Basic knowledge and understanding of Offshore Market. Minimum of 2 years financial services experience. Minimum of 2 years; experience in client facing role. Desirable, Qualified to Degree level. Financial Services Qualification (CII, IOC, CFP).Knowledge of Onshore and Offshore Bonds. Knowledge of structured products, fixed interest products and Investment Trusts. Experience of providing direct service to financial advisers. Experience of general banking functions. Attributes: Ability to prioritise workload efficiently Ability to work effectively under pressure Excellent communication skills, both written and verbal Excellent attention to detail Ability to work as part of a team to achieve targets and improve Ability to be flexible to accommodate the varying day to day needs arising in a small office
If you have the required skills please apply online at searchandselect.com quoting reference number: 15548
