Senior Client Support Manager (Finance)

Career Cross Ltd; Milton Keynes; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-established financial service company in Milton Keynes is looking for a Senior Client Support Manager. The role involves building sustainable client relationships and ensuring high client satisfaction. Candidates should have experience in the financial sector and strong communication skills. This position offers a salary between GBP30k and GBP45k per annum plus benefits.

Qualifications

• 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 required.

Responsibilities

• Responsible for fulfilling key service requirements for a portfolio of clients.
• Ensure client satisfaction is maintained at a high level.
• Prepare required documentation for client review meetings.

Skills

Experience within the financial sector

Ability to build sustainable relationships

Clear verbal and written communication

Ability to work on own initiative

Job description

Senior Client Support Manager (Finance) - Milton Keynes - GBP30k - GBP45k 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