Client Services Team Manager

Quarsh; Greater London; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Private Medical Insurance

25 days annual leave

Hybrid working policy

Season ticket loan

Cycle to work scheme

CII Membership sponsored

Exam support, with study leave

Payroll giving option

Job summary

A leading financial services firm is seeking a Client Services Team Manager in Greater London to lead their client services team. The ideal candidate will have proven leadership experience, proficiency in CRM systems, and excellent client interaction skills. This role emphasizes maintaining client satisfaction and supporting team development. The firm offers a competitive salary, bonuses, and a hybrid work policy along with a supportive culture for professional growth.

Qualifications

• Proficiency in using CRM systems and Microsoft Office is essential.
• Proven experience in managing and developing a team.
• Confidence in talking to clients and handling their queries directly.
• High standards of ethics and integrity are a must.
• Desirable: experience in financial planning or related roles.

Responsibilities

• Oversee the client services team, ensuring high-quality administration.
• Lead a dedicated team and foster a collaborative environment.
• Maintain client satisfaction and support team members' development.
• Directly interact with clients to address queries and manage expectations.

Skills

CRM systems proficiency

Microsoft Office expertise

Leadership experience

Client communication

Attention to detail

High ethics and integrity

Tools

CURO

Transact

Job description

About the job Client Services Team Manager

Join Our Client's Team as a Client Services Team Manager!

Our client is looking for a Client Services Team Manager with a positive, growth mindset to lead their team. As a Client Services Team Manager, you will oversee the client services team, ensuring the delivery of high-quality administration across the full lifecycle of client acquisition and management. You will play a crucial role in maintaining client satisfaction and supporting the professional development of your team members.

Why You Should Apply:

• Leadership Opportunity: Lead a dedicated team, fostering a collaborative and high-performing environment.
• Career Growth: Our client supports your aspirations, offering opportunities to grow within the financial advice profession or other areas.
• Supportive Culture: The company's values of ownership, focus, positivity, and doing the right thing create a collaborative and positive workplace.

Skills and Experience You Need:

• Technical Competence: Proficiency in using CRM systems and Microsoft Office is essential. Experience with financial platforms like CURO or Transact is a major advantage (training provided).
• Leadership Skills: Proven experience in managing and developing a team, with strong organisational and communication skills.
• Client Interaction: Confidence in talking to clients and handling their queries directly is crucial. You'll need to be well-organised and have excellent attention to detail.
• Ethics and Integrity: High standards of ethics and integrity are a must. You should be diligent and able to chase matters to completion.
• Desirable Experience: Prior experience in the financial advice profession or similar roles is beneficial. Progression in Certificate or Diploma in Financial Planning is desirable but not essential.

What's in It for You:

• Skill Development: Gain experience with CRM systems, Microsoft Office, and financial platforms like CURO or Transact.
• Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
• Professional Growth: Stay updated with financial products and legislation through continuous professional development (CPD).
• Competitive salary (dependent on experience)
• Discretionary bonus
• 4x Death in Service
• Group Income Protection
• Auto-enrolment pension
• Private Medical Insurance, including Optical and Dental cover (subject to probation)
• 25 days annual leave + Bank holidays and Christmas close period
• Season ticket loan scheme
• Ride to work scheme
• CII Membership sponsored
• Exam support, with study leave
• Payroll giving option
• Hybrid working policy: work (up to) 2 days per week from home