Client Services Manager

With Intelligence; City of Westminster; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading business intelligence firm in Westminster is looking for a Client Services Manager to handle client and sponsor relationships at events. The role demands exceptional customer service, strong organizational skills, and the ability to build relationships. Candidates should have 1-2 years of experience in client services, preferably in an events context, along with proficiency in tools like Salesforce and Microsoft Office. Competitive benefits and a hybrid working model are offered.

Benefits

24 days annual leave

Enhanced parental leave

Medicash (Health Cash Plans)

Wellness Days

Flexible Fridays

Birthday day off

Employee assistance programme

Travel loan scheme

Charity days

Breakfast provided

Social events throughout the year

Qualifications

• 1-2 years' experience in client services or customer-facing role.
• Events experience preferred.
• Excellent verbal and written communication skills.
• Strong attention to detail and organization skills.
• Ability to build trust with internal and external stakeholders.

Responsibilities

• Manage delegate and sponsor relationships within events.
• Track client deliverables and ensure satisfaction.
• Assist with the setup of exhibit tables and signage.
• Provide information proactively to clients.

Skills

Client relationship management

Communication skills

Attention to detail

Multi-tasking

Customer service

Tools

Salesforce

Microsoft Word

Microsoft Excel

Outlook

Pardot

Bizzabo

Monday.com

Swapcard

Job description

The Client Services Manager plays a key role in the successful management of delegate and sponsor relationships within our events business, primarily across the Pension Bridge and Women's Summits portfolios. Our goal is to create a best-in-class client services experience to exceed the expectations of our event clients. This will require the ability to build strong relationships with both clients and colleagues. This person must demonstrate exceptional customer service, with a continual focus on meeting and exceeding the expectations of our clients. Responsibilities: Develop a deep understanding of our event clients' organizational structure and business needs Build long-term relationships by acting as the go-to person for our clients contacts; ensure client objectives are met through continual follow-up and thoughtful and efficient responses to their inquiries Work to consistently ensure our clients' satisfaction and identify opportunities to streamline and improve their interactions with us Work with Sales Directors to support their sales process, including keeping information in Salesforce up to date Support Sales Directors to ensure successful transition of the client relationship post-sale; may include executing contracts, invoices and collection of materials Carefully track all event sponsors and status and ensure that the information is captured in the relevant databases Track client deliverables (e.g., logos, descriptions etc.) to ensure accurate and up-to-date information by stated deadlines; provide this information to internal teams as needed Proactively provide clients with desired information, such as attendee lists, hotel information, etc. Manage, execute and track attendee changes for both ticket holders and sponsors as it relates to all aspects of their contract and agreement Work closely with Operations team to ensure fulfilment of all sponsorship branding requirements covering all sponsorship packages Have oversight of all rooming requirements for sponsor attendees. Serve as the onsite point of contact for sponsors at events: assist with set up of exhibit tables and signage. Manage shipments to events: create shipping directions for sponsors and partners, manage tracking sheet of expected deliveries, sort boxes onsite and work with venue staff to distribute accordingly. Work with Sales Directors to explore opportunities for 'added client value' to increase ROI for sponsors Monitor the key performance indicators that influence a positive sponsor experience Review processes, streamlining where possible to ensure efficiency and standardisation of work practices Provide guidance and support to Client Services Specialist and deputise for Head of Client Services when required

• 1-2 years' experience in a client services or in a customer facing role
• Events experience preferred
• Excellent verbal and written communication skills
• Strong attention to detail and organisation skills
• Proven ability to multi-task and manage multiple priorities
• Passion for providing excellent customer service and exceeding client expectations
• Ability to build trust with internal and external stakeholders
• Positive, can-do attitude
• Process-oriented mindset
• Travel required to onsite events
• Experience with Microsoft Word, Excel & Outlook required
• Experience with SalesForce, Pardot, Bizzabo, Monday.com, Swapcard preferred
• Able to work EST working hours when required
  
  With Intelligence is a leading provider of business intelligence, data, insights and events on the global asset management industry. We provide high-value, specialist business information and events to niche target audiences in the alternative and traditional fund management industries and employ over 400 staff globally with our head office based in London., With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.
As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.


• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance programme
• Travel loan scheme
• Charity days
• Breakfast provided
• Social events throughout the year
• Hybrid Working