Senior Client Support Manager (Finance)

Career Cross Ltd; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm is seeking a Senior Client Support Manager in Milton Keynes. This role involves ensuring client satisfaction, fulfilling service requirements for clients, and monitoring financial transactions. Candidates should have experience in the financial sector and strong communication skills. The salary is between £30k and £45k per annum, plus benefits.

Qualifications

• Experience in the financial sector is essential.
• Ability to build sustainable relationships with clients.
• Clear verbal and written communication skills.
• Ability to work independently and meet targets.

Responsibilities

• Fulfill key service requirements for a portfolio of clients.
• Ensure high client satisfaction levels.
• Prepare documentation for client review meetings.
• Chase client providers for relevant information.
• Monitor progress on transfers/payments.

Skills

Experience within the financial sector

Client relationship management

Verbal communication

Written communication

Self-initiative

Job description

Senior Client Support Manager (Finance) - Milton Keynes - £30k - £45k per annum plus benefits

Our client is an extremely well-established company specialising within the financial sector; due to continued growth and success they are now looking to recruit an experienced Senior 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

• Experience within the financial sector is essential
• 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