Client Services Leader – Wealth & Financial Planning in Bath
Client Services Leader – Wealth & Financial Planning

Client Services Leader – Wealth & Financial Planning in Bath

Bath Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead client relationship teams and ensure top-notch service standards.
  • Company: Award-winning financial services firm based in Bath.
  • Benefits: Basic salary up to £60,000, strong benefits package, and career development.
  • Why this job: Join a dynamic team and shape the future of client services in finance.
  • Qualifications: Proven experience in financial services and excellent leadership skills.
  • Other info: Great opportunity for career growth in a supportive environment.

The predicted salary is between 36000 - 60000 £ per year.

An award-winning financial services firm in Bath is seeking a Director/Senior Recruitment Consultant to lead their client relationship teams. This senior leadership role involves ensuring high service standards and operational efficiency while driving a client-centric culture.

The company offers a basic salary up to £60,000, a strong benefits package, and career development opportunities.

Candidates should have proven experience in financial services and excellent leadership skills.

Client Services Leader – Wealth & Financial Planning in Bath employer: mbf

Join an award-winning financial services firm in Bath, where we prioritise a client-centric culture and operational excellence. With a competitive salary of up to £60,000, a robust benefits package, and ample opportunities for career development, we foster a supportive work environment that encourages growth and innovation. Our commitment to high service standards makes us an exceptional employer for those looking to make a meaningful impact in the financial sector.
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Contact Detail:

mbf Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Leader – Wealth & Financial Planning in Bath

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 new role. You never know who might have the inside scoop on opportunities that aren't advertised.

Tip Number 2

Prepare for those interviews by researching the company thoroughly. Understand their client-centric culture and think about how your leadership experience aligns with their values. This will help you stand out as a candidate who truly gets what they're about.

Tip Number 3

Showcase your achievements! When you get the chance to chat with potential employers, highlight specific examples of how you've driven operational efficiency and maintained high service standards in your previous roles. Numbers and results speak volumes!

Tip Number 4

Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team and helps us keep track of your application.

We think you need these skills to ace Client Services Leader – Wealth & Financial Planning in Bath

Client Relationship Management
Leadership Skills
Operational Efficiency
Service Standards
Client-Centric Culture
Financial Services Experience
Team Management
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Client Services Leader role. Highlight your leadership experience in financial services and any achievements that showcase your ability to drive a client-centric culture.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about leading client relationship teams and how your background makes you the perfect fit for our award-winning firm.

Showcase Your Leadership Skills: In both your CV and cover letter, emphasise your proven leadership skills. We want to see examples of how you've successfully managed teams and improved service standards in your previous roles.

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 in Bath!

How to prepare for a job interview at mbf

Know Your Financial Services Inside Out

Make sure you brush up on the latest trends and regulations in the financial services sector. Being able to discuss current events or changes in wealth and financial planning will show your expertise and passion for the industry.

Demonstrate Leadership Skills

Prepare examples of how you've successfully led teams in the past. Think about specific challenges you faced and how you motivated your team to achieve high service standards. This will help illustrate your leadership style and effectiveness.

Emphasise Client-Centric Culture

Be ready to discuss how you’ve fostered a client-centric culture in previous roles. Share stories that highlight your commitment to client satisfaction and how you’ve gone above and beyond to meet their needs.

Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client relationships and operational efficiency. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.

Client Services Leader – Wealth & Financial Planning in Bath
mbf
Location: Bath

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