Client Support Manager
- Recruiter
- Anonymous
- Location
- Milton Keynes
- Salary
- 18000.00 - 22000.00 GBP Annual + parking+pension
- Posted
- 16 Oct 2017
- Closes
- 13 Nov 2017
- Sectors
- Education & Teaching, Support
- Contract Type
- Permanent
- Hours
- Full Time
We are recruiting for a Financial Client Support Executive If you are a graduate looking for a great, long term stable career to develop in and you possess great people and interaction skills, along with excellent attention to detail, organisational and IT skills, then we could have a great career opportunity for you as a Client Support Manager working in a leading Financial Services Company based in Milton Keynes.
Salary: GBP18-22,000 depending on experience etc
Benefits: pension, parking, full training support
Hours: Mon-Fri 830am -5.15pm
Holidays: 20 days plus 8 days bank holidays AND Christmas to New Year off in addition to holiday allowance
Scope of the Job
A client support manager provides an excellent ongoing non-advised service and maintains high
client satisfaction to their client bank. You will also be expected to aid others in the office to help
manage workload.
Reports To: Senior Client Support Manager, Operations Manager
Key Responsibilities
Manage all clients in your client bank, performing tasks such as:
Creating Annual Review Reports accurately
Creating Valuations
Performing fund switches on client portfolios
Maintaining regular contact with clients via phone calls, email and letters
Sitting on Review Meetings with your clients as well as actioning any outcomes
Looking for potential opportunities for further services that can be offered to clients
Dealing with client queries in the expected time frame
Build a strong relationship with your client bank
To perform any tasks within an acceptable timescale as set out by the Operating Model, as well as being able to self-prioritise tasks for clients
Maintaining client records and tasks completed on the back-office system as evidence of good practice
Transparency with your team members and Senior Client Support Managers when support and guidance is required
Be enthusiastic towards your self-development. This will include taking an interest in financial and political news, the markets and reading material such as weekly/monthly financial magazines sent to the company, as well as material sent to the client by our providers. Will be taking relevant qualifications to further develop themselves.
Maintain a strong relationship with your client bank, enabling you to report to Advisors on areas to consider exploring.
General Responsibilities
Performing your responsibilities while adhering to the minimum standards of quality and time scales set out in the Operating Model for the company
Assisting the rest of the office with their tasks to help manage workload
Be a good team worker, as well as flexible, demonstrating commitment to the organisation and its team members
Maintain confidentiality regarding clients and business practices
This is a very professional, well presented and award winning company so if you want to be part of the best and grow your career with them, then please send your CV to James Newbury Appointments now, we look forward to hearing from you.
If you do not hear back from us I am sorry but you have not been shortlisted on this occasion but thank you for applying and wish you well in your job search
Salary: GBP18-22,000 depending on experience etc
Benefits: pension, parking, full training support
Hours: Mon-Fri 830am -5.15pm
Holidays: 20 days plus 8 days bank holidays AND Christmas to New Year off in addition to holiday allowance
Scope of the Job
A client support manager provides an excellent ongoing non-advised service and maintains high
client satisfaction to their client bank. You will also be expected to aid others in the office to help
manage workload.
Reports To: Senior Client Support Manager, Operations Manager
Key Responsibilities
Manage all clients in your client bank, performing tasks such as:
Creating Annual Review Reports accurately
Creating Valuations
Performing fund switches on client portfolios
Maintaining regular contact with clients via phone calls, email and letters
Sitting on Review Meetings with your clients as well as actioning any outcomes
Looking for potential opportunities for further services that can be offered to clients
Dealing with client queries in the expected time frame
Build a strong relationship with your client bank
To perform any tasks within an acceptable timescale as set out by the Operating Model, as well as being able to self-prioritise tasks for clients
Maintaining client records and tasks completed on the back-office system as evidence of good practice
Transparency with your team members and Senior Client Support Managers when support and guidance is required
Be enthusiastic towards your self-development. This will include taking an interest in financial and political news, the markets and reading material such as weekly/monthly financial magazines sent to the company, as well as material sent to the client by our providers. Will be taking relevant qualifications to further develop themselves.
Maintain a strong relationship with your client bank, enabling you to report to Advisors on areas to consider exploring.
General Responsibilities
Performing your responsibilities while adhering to the minimum standards of quality and time scales set out in the Operating Model for the company
Assisting the rest of the office with their tasks to help manage workload
Be a good team worker, as well as flexible, demonstrating commitment to the organisation and its team members
Maintain confidentiality regarding clients and business practices
This is a very professional, well presented and award winning company so if you want to be part of the best and grow your career with them, then please send your CV to James Newbury Appointments now, we look forward to hearing from you.
If you do not hear back from us I am sorry but you have not been shortlisted on this occasion but thank you for applying and wish you well in your job search