Client Services Team Manager
Client Services Team Manager
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Job Description
Join Our Clients Team as a Client Services Team Manager!
Our client is looking for a Client Services Team Manager with a positive growth mindset to lead their team. As a Client Services Team Manager you will oversee the client services team ensuring the delivery of highquality administration across the full lifecycle of client acquisition and management. You will play a crucial role in maintaining client satisfaction and supporting the professional development of your team members.
Why You Should Apply:
- Leadership Opportunity: Lead a dedicated team fostering a collaborative and highperforming environment.
- Career Growth: Our client supports your aspirations offering opportunities to grow within the financial advice profession or other areas.
- Supportive Culture: The companys values of ownership focus positivity and doing the right thing create a collaborative and positive workplace.
Skills and Experience You Need:
- Technical Competence: Proficiency in using CRM systems and Microsoft Office is essential. Experience with financial platforms like CURO or Transact is a major advantage (training provided).
- Leadership Skills: Proven experience in managing and developing a team with strong organisational and communication skills.
- Client Interaction: Confidence in talking to clients and handling their queries directly is crucial. Youll need to be wellorganised and have excellent attention to detail.
- Ethics and Integrity: High standards of ethics and integrity are a must. You should be diligent and able to chase matters to completion.
- Desirable Experience: Prior experience in the financial advice profession or similar roles is beneficial. Progression in Certificate or Diploma in Financial Planning is desirable but not essential.
Whats in It for You:
- Skill Development: Gain experience with CRM systems Microsoft Office and financial platforms like CURO or Transact.
- Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
- Professional Growth: Stay updated with financial products and legislation through continuous professional development (CPD).
Benefits:
- Competitive salary (dependent on experience)
- Discretionary bonus
- 4x Death in Service
- Group Income Protection
- Autoenrolment pension
- Private Medical Insurance including Optical and Dental cover (subject to probation)
- 25 days annual leave Bank holidays and Christmas close period
- Season ticket loan scheme
- Ride to work scheme
- CII Membership sponsored
- Exam support with study leave
- Payroll giving option
- Hybrid working policy: work (up to) 2 days per week from home
Employment Type
Full Time
