Client Services Manager — CRM Focus, Growth & 5 Weeks Leave in Wembley
Client Services Manager — CRM Focus, Growth & 5 Weeks Leave

Client Services Manager — CRM Focus, Growth & 5 Weeks Leave in Wembley

Wembley Full-Time 30000 - 50000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and support office administration with a friendly approach.
  • Company: Dynamic financial services firm located in Wembley.
  • Benefits: Competitive salary, bonuses, and 5 weeks annual leave for work-life balance.
  • Why this job: Join a supportive team and enhance your skills in client services.
  • Qualifications: Experience in client service and proficiency in Office 365 applications.
  • Other info: Great opportunity for career growth in a thriving environment.

The predicted salary is between 30000 - 50000 £ per year.

A financial services firm in Wembley is seeking an experienced Client Service Manager to manage client relationships and support office administration. The ideal candidate will have a friendly attitude, attention to detail, and proficiency in Office 365 applications.

You will be responsible for client communications, managing application processes, and maintaining CRM data. This full-time role offers a competitive salary, bonuses, and great work-life balance with 5 weeks annual leave.

Client Services Manager — CRM Focus, Growth & 5 Weeks Leave in Wembley employer: Coastline Private Wealth Pty

Join a dynamic financial services firm in Wembley, where we prioritise a supportive work culture and employee well-being. With competitive salaries, bonuses, and an impressive 5 weeks of annual leave, we foster professional growth and development opportunities, ensuring our Client Services Managers thrive in their roles while enjoying a healthy work-life balance.
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Contact Detail:

Coastline Private Wealth Pty Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Manager — CRM Focus, Growth & 5 Weeks Leave in Wembley

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Manager role. A friendly chat can lead to insider info or even a referral!

Tip Number 2

Prepare for those interviews! Research the company and its culture, especially their approach to client relationships. We want you to show off your attention to detail and how you can enhance their CRM processes.

Tip Number 3

Practice your communication skills! Since you'll be managing client communications, it’s crucial to articulate your thoughts clearly. Try mock interviews with friends or use online platforms to refine your pitch.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Client Services Manager — CRM Focus, Growth & 5 Weeks Leave in Wembley

Client Relationship Management
Office 365 Proficiency
Attention to Detail
Communication Skills
Application Process Management
CRM Data Maintenance
Friendly Attitude
Office Administration

Some tips for your application 🫡

Show Your Friendly Side: Since the role requires a friendly attitude, make sure your application reflects your personality. Use a warm tone in your cover letter and highlight any experiences where you've built strong client relationships.

Attention to Detail is Key: Double-check your application for any typos or errors. We want to see that you can manage details effectively, so ensure your CV is well-organised and clearly outlines your relevant experience.

Highlight Your CRM Experience: If you've worked with CRM systems before, shout about it! Mention specific tools you've used and how you've managed client data. This will show us you're ready to hit the ground running.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Coastline Private Wealth Pty

Know Your CRM Inside Out

Make sure you’re familiar with the CRM systems commonly used in financial services. Brush up on how to manage client data and application processes, as this will show your potential employer that you’re ready to hit the ground running.

Show Off Your Communication Skills

Since client communications are a big part of the role, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where your friendly attitude made a difference.

Demonstrate Attention to Detail

Bring along examples of your work that highlight your attention to detail. Whether it’s a report or a project you’ve managed, being able to showcase your meticulous nature will impress the interviewers.

Familiarise Yourself with Office 365

As proficiency in Office 365 is key, make sure you can discuss your experience with its applications. Be ready to talk about how you’ve used tools like Excel for data management or Outlook for client communications.

Client Services Manager — CRM Focus, Growth & 5 Weeks Leave in Wembley
Coastline Private Wealth Pty
Location: Wembley
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