Client Services Manager

• 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.

• 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.

• 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.

• 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

Your specialist: Mark Burman

Quote job ref: 15548

Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.

Submit Your CV