Client Services Manager

Eden Rose; Exeter; On-site; GBP 25,000 - 30,000; Full time

Job summary

A reputable financial planning firm in Exeter is seeking a Client Services Manager to enhance client relationships and support financial advisers. The successful candidate will manage the onboarding of new clients, process investment trades, and handle general office administration. This role requires experience in financial services, excellent administrative skills, and a proactive approach. A competitive salary of up to £30,000 is offered along with pension contributions and performance bonuses.

Benefits

Competitive salary

Pension contribution

Performance bonuses

Qualifications

• Experience in financial services is mandatory.
• Strong administrative skills needed to support the team.
• Must have a proactive attitude to engage clients.

Responsibilities

• Manage onboarding of new clients effectively.
• Process investment trades efficiently.
• Handle general office administration tasks.

Skills

Experience in financial services

Excellent administrative skills

Proactive attitude

Job description

Overview

A reputable financial planning firm in Exeter seeks a Client Services Manager to enhance client relationships and support financial advisers.

Responsibilities

• Managing onboarding of new clients
• Processing investment trades
• General office administration

Qualifications

• Experience in financial services
• Excellent administrative skills
• Proactive attitude to engage clients effectively

Salary & Benefits

Competitive salary of up to £30,000, plus pension contribution and performance bonuses.