Client Support Manager (Financial Services)
| Dyddiad hysbysebu: | 26 Medi 2025 |
|---|---|
| Cyflog: | £35,000 i £40,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 26 Hydref 2025 |
| Lleoliad: | Milton Keynes, Buckinghamshire |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Career Cross Limited |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Client Support Manager (Financial Services) – Milton Keynes - £35k - £40k per annum plus benefits
Our client is an extremely well-established Independent Financial Advisors company; due to continued growth and success they are now looking to recruit an experienced Client Support Manager.
Duties and Responsibilities:
• Responsible for fulfilling key service requirements for a portfolio of clients and new clients as appropriate.
• Ensure client satisfaction is kept to a high level at all times.
• Prepare required documentation for client review meetings
• Chase client providers for relevant information and update clients to the progress
• Monitor progress and update clients and client team manager on transfers/payments in or out
• Complete client fund switches, monitor and check them following the action taking place
• Utilise client ISA allowances where appropriate/agreed
Skills and Experience
• Ability to build sustainable relationships with clients and help identify their needs
• Clear, accurate and concise verbal and written communication
• Ability to work on own initiative and meet targets
Keywords – financial, wealth management, pensions, IFA, independent financial advisors, inheritance tax, financial account management, account manager, client support, client manager, client support manager, financial manager, payments, ISA, financial advice, financial advisor, relationship, relationship manager, Milton Keynes, Buckinghamshire
Our client is an extremely well-established Independent Financial Advisors company; due to continued growth and success they are now looking to recruit an experienced Client Support Manager.
Duties and Responsibilities:
• Responsible for fulfilling key service requirements for a portfolio of clients and new clients as appropriate.
• Ensure client satisfaction is kept to a high level at all times.
• Prepare required documentation for client review meetings
• Chase client providers for relevant information and update clients to the progress
• Monitor progress and update clients and client team manager on transfers/payments in or out
• Complete client fund switches, monitor and check them following the action taking place
• Utilise client ISA allowances where appropriate/agreed
Skills and Experience
• Ability to build sustainable relationships with clients and help identify their needs
• Clear, accurate and concise verbal and written communication
• Ability to work on own initiative and meet targets
Keywords – financial, wealth management, pensions, IFA, independent financial advisors, inheritance tax, financial account management, account manager, client support, client manager, client support manager, financial manager, payments, ISA, financial advice, financial advisor, relationship, relationship manager, Milton Keynes, Buckinghamshire