At a Glance
- Tasks: Be the friendly face for clients and manage diaries like a pro.
- Company: Join a supportive team at a leading financial services firm in Cardiff.
- Benefits: Enjoy a 4-day work week, 28 days holiday, and bonuses!
- Other info: Great opportunities for progression and fun team events await!
- Why this job: Make a real difference in client experiences while growing your career.
- Qualifications: Experience in client-facing roles and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Key Responsibilities:
- Act as the first point of contact for all incoming enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
- Prepare and issue client documentation before and after meetings.
- Attend client meetings when required.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
- Complete checklists, scan and file documentation to the back-office system.
- Provide weekly Management Information to the Practice/Operations Manager.
- Manage Financial Planners' general queries, calls and invitations.
- Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience:
- Previous experience in a client-facing or administrative role, ideally within an IFA admin, financial services or a professional office environment.
- Strong organisational skills with the ability to manage multiple diaries and competing priorities.
- Excellent communication skills (written, verbal and in-person).
- High attention to detail and accuracy.
- Proficient in Microsoft Office and comfortable with CRM/back-office systems.
- Professional, approachable, and discreet in handling sensitive information.
- Client-focused with a proactive, 'can-do' attitude.
- Friendly, professional and confident in dealing with clients and colleagues.
- Team player with the ability to work independently when required.
- Reliable, trustworthy and conscientious.
A fantastic benefits package including:
- 4 day working week with no reduction in your salary.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.
Client Services Manager. Job in Cardiff LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Client Services Manager in Cardiff, you will join a supportive and friendly team that prioritises client satisfaction and professional growth. With a unique 4-day working week, generous holiday allowance, and opportunities for progression, our company fosters a positive work culture that values work-life balance and employee well-being. Enjoy additional perks such as private medical insurance and performance-based bonuses, making this an excellent place to build a rewarding career.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Manager. Job in Cardiff LilyLifestyle Jobs
✨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. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Familiarise yourself with their services and think about how your skills can enhance their client experience. This will show you're genuinely interested and ready to hit the ground running!
✨Tip Number 3
Practice your communication skills! Since this role is all about being the friendly face for clients, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or family member to get comfortable with common interview questions.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Client Services Manager. Job in Cardiff LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing roles and any admin experience you've had, as this will show us you're a great fit for the Client Services Manager position.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background aligns with our needs. Keep it friendly and professional, just like we are at StudySmarter!
Showcase Your Organisational Skills:Since managing diaries and multiple priorities is key for this role, give examples in your application of how you've successfully juggled tasks in the past. We love to see that 'can-do' attitude in action!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Client Services Manager role. Familiarise yourself with the key responsibilities and think about how your previous experience aligns with them. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
As a Client Services Manager, excellent communication is crucial. During the interview, practice clear and concise responses. Use examples from your past roles to demonstrate how you've effectively communicated with clients and colleagues, especially in high-pressure situations.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of specific instances where you've successfully handled client enquiries or managed multiple priorities. This will showcase your organisational skills and proactive attitude.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the team dynamics, the company culture, or how success is measured in the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
