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- Tasks: Lead a team to deliver top-notch client service and manage client relationships.
- Company: Join a dynamic financial services company in Birmingham, focused on client satisfaction.
- Benefits: Enjoy competitive pay, career growth opportunities, and a supportive work environment.
- Why this job: Be the key contact for clients, driving satisfaction and making a real impact.
- Qualifications: 5+ years in client service, leadership experience, and knowledge of financial products required.
- Other info: Ideal for those passionate about finance and client relations.
The predicted salary is between 36000 - 60000 £ per year.
The Client Service Manager is responsible for overseeing the client service team and client relationships, ensuring exceptional service delivery. This role serves as the primary point of contact between the company and its financial services clients, managing expectations, addressing concerns, and driving client satisfaction and retention.
Key Responsibilities:
- Line Management of Client Service Team
- Conduct Performance Reviews with Client Service Team
- Provide ongoing MI to Management on all Client Service Team Activity
- Provide Training and Mentoring to all Client Service Team
- Assist with HR and Recruitment (where necessary) of Client Service Candidates
- Establish and maintain all administration processes
- Develop and maintain strong relationships with assigned financial services clients through regular communication and engagement
- Serve as the primary point of contact for client inquiries, requests, and issue resolution
- Collaborate with internal teams to ensure timely delivery of services and solutions that meet client needs, within service level agreements
- Monitor client satisfaction and proactively address potential concerns before they escalate
- Create and deliver regular service reviews, performance reports, and business reviews to clients
- Identify opportunities for account growth and work with sales teams to develop upsell/cross-sell strategies
- Ensure compliance with regulatory requirements and internal policies in all client interactions
- Develop a deep understanding of clients' business objectives and financial needs
- Manage client onboarding processes and transitions for new accounts
- Track and analyse client service metrics to identify trends and improvement opportunities
- Maintaining quality control
Preferred Experience / Qualifications:
- 5+ years of experience in client service roles within financial services
- Leadership experience managing client service teams
- Must have expansive knowledge of CRM systems
- Must have expansive knowledge of Investment Platforms
- Must have expansive knowledge of Discretionary Portfolio Service
- Strong understanding of financial products, services, and industry regulations
- Excellent communication and relationship-building skills
- Problem-solving abilities with a proactive approach to service delivery
- Experience with CRM systems and financial service platforms
- Project management experience with ability to manage multiple priorities
- Detail-oriented with strong organizational skills
- Demonstrated success in client retention and relationship growth
Client Service Manager employer: Massenhove Recruitment Limited
Contact Detail:
Massenhove Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on investment platforms and discretionary portfolio services. This knowledge will not only help you understand client needs better but also demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those in client service roles. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and resolved issues in previous roles. Highlighting your problem-solving abilities and proactive approach will set you apart from other candidates.
✨Tip Number 4
Research StudySmarter's values and client service philosophy. Understanding our approach will allow you to align your answers with our expectations during the interview process, showcasing that you're a great fit for our team.
We think you need these skills to ace Client Service Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service roles, particularly within financial services. Emphasise any leadership experience and specific achievements that demonstrate your ability to manage teams and enhance client satisfaction.
Craft a Compelling Cover Letter: In your cover letter, address the key responsibilities outlined in the job description. Showcase your understanding of client relationship management and provide examples of how you've successfully resolved client issues or improved service delivery in previous roles.
Highlight Relevant Skills: Clearly outline your knowledge of CRM systems, investment platforms, and financial products. Mention any specific tools or methodologies you have used to track client service metrics and improve client retention.
Showcase Leadership Experience: If you have experience managing teams, be sure to include this in your application. Discuss your approach to training and mentoring team members, as well as any performance reviews you've conducted that led to improved team outcomes.
How to prepare for a job interview at Massenhove Recruitment Limited
✨Showcase Your Leadership Skills
As a Client Service Manager, you'll be leading a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any performance reviews or training initiatives you've implemented.
✨Demonstrate Your Knowledge of Financial Services
Make sure you have a solid understanding of financial products, services, and industry regulations. Be ready to discuss how this knowledge has helped you in previous roles, especially in managing client relationships and addressing their needs.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client concerns. Prepare specific examples of challenges you've faced in client service roles and how you resolved them, focusing on your proactive approach.
✨Emphasise Communication and Relationship-Building Skills
Since this role involves maintaining strong client relationships, be sure to highlight your communication skills. Share examples of how you've built rapport with clients and collaborated with internal teams to deliver exceptional service.
