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Client Services Manager

Godalming, Surrey
Job Type
21 Jul 2022

I am working with a leading, local Wealth Management firm, with a fantastic reputation down to their high quality and personal approach to financial planning.

The firm in question are looking to add a Client Services Administrator to the team, to provide high quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention.

Main duties;

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews. Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner. Liaise with providers and other 3rd parties, to obtain any information that may be needed.

To be considered for this role, ideally you will hold:

Experience within the Financial Services industry Exceptional client service skills, with a genuine interest in helping clients achieve their goals Willingness to learn and develop your skills and knowledge

If you would like to be considered for this role, please apply and one of our consultants will be in touch!

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  • Job Reference: 663155677-2
  • Date Posted: 21 July 2022
  • Recruiter: Ortus Psr
    Ortus Psr
  • Location: Godalming, Surrey
  • Salary: On Application
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent