Senior Client Support Manager (Finance)

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

Job summary

A leading financial services firm in Milton Keynes is seeking a Senior Client Support Manager to oversee client portfolios and ensure high satisfaction levels. The ideal candidate must have experience in the financial sector and strong communication skills. This role offers a salary ranging from £30k to £45k per annum, plus benefits.

Qualifications

• Experience within the financial sector is essential.
• Ability to build sustainable relationships with clients.
• Clear, accurate, and concise verbal and written communication.

Responsibilities

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

Skills

Experience within the financial sector

Ability to build sustainable relationships with clients

Clear verbal and written communication

Ability to work on own 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

Keywords – financial, financial account management, account manager, client support, client manager, client support manager, financial manager, payments, ISA, financial advice, financial advisor, relationship, relationship manager, Milton Keynes, Buckinghamshire