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- Tasks: Lead a team to manage client relationships and ensure top-notch service delivery.
- Company: Join a prestigious multi-family office in Mayfair, working with Ultra High Net Worth clients.
- Benefits: Enjoy hybrid working, a discretionary bonus, pension, and comprehensive insurance coverage.
- Why this job: This role offers exposure to fascinating clients and complex cases, perfect for career growth.
- Qualifications: Must have experience as an IFA Administrator and strong team management skills.
- Other info: Competitive salary between £55,000 - £65,000 per annum based on experience.
The predicted salary is between 55000 - 65000 £ per year.
Are you a highly experienced IFA Administrator with a strong background in managing teams? We have an exciting opportunity for a Client Services Manager to join a prestigious multi-family office based in Mayfair, working with Ultra High Net Worth (UHNW) clients. This is a unique role that offers exposure to fascinating clients and complex cases, providing a great opportunity to further develop your career in a dynamic environment. Salary : £55,000 – £65,000 per annum (DOE) Benefits : Hybrid working, discretionary bonus, pension, income protection, and death in service (DIS) insurance. Location : Mayfair (Hybrid) Key Responsibilities: Client Relationship Management : Acting as the primary point of contact for clients, ensuring all inquiries are resolved promptly and professionally. Service Delivery : Overseeing the client service team to ensure all client requirements are met with efficiency and accuracy. Team Leadership : Managing and mentoring the client service administrators, ensuring best practices and high standards of client service. Support for Financial Planners : Assisting with the preparation of documents and reports for client meetings, and ensuring smooth coordination of meetings and events. Administrative Oversight : Maintaining up-to-date cli…
Client Services Manager employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Make sure to highlight your experience in managing teams and client relationships during the interview. Prepare specific examples of how you've successfully led a team or resolved complex client issues.
✨Tip Number 2
Familiarize yourself with the unique needs of Ultra High Net Worth clients. Research common challenges they face and think about how you can address these in your role as a Client Services Manager.
✨Tip Number 3
Network with professionals in the financial services industry, especially those who work with UHNW clients. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 4
Demonstrate your understanding of service delivery excellence. Be ready to discuss strategies you've implemented in the past to improve client satisfaction and team performance.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Services Manager position. Understand the key responsibilities and required skills, especially in client relationship management and team leadership.
Tailor Your CV: Customize your CV to highlight your experience as an IFA Administrator and any relevant team management roles. Emphasize your achievements in client service delivery and your ability to manage complex cases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client services and your experience with Ultra High Net Worth clients. Mention specific examples of how you've successfully managed teams and improved client satisfaction.
Highlight Relevant Skills: In your application, make sure to emphasize skills such as communication, problem-solving, and leadership. These are crucial for the role and will help you stand out as a candidate.
How to prepare for a job interview at mbf
✨Showcase Your Team Leadership Skills
As a Client Services Manager, you'll be leading a team. Be prepared to discuss your experience in managing and mentoring teams, highlighting specific examples where you've successfully improved team performance or client satisfaction.
✨Demonstrate Client Relationship Management Expertise
Since this role involves acting as the primary point of contact for clients, share your strategies for building and maintaining strong client relationships. Discuss how you handle inquiries and resolve issues efficiently.
✨Prepare for Complex Case Discussions
Given the nature of working with Ultra High Net Worth clients, familiarize yourself with complex financial scenarios. Be ready to discuss how you've navigated similar situations in the past and your approach to problem-solving.
✨Highlight Your Administrative Oversight Experience
The role requires maintaining up-to-date client records and overseeing service delivery. Prepare to talk about your organizational skills and any systems or processes you've implemented to enhance administrative efficiency.
