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For Companies At a Glance
- Tasks: Manage client relationships and enhance customer satisfaction while driving business growth.
- Company: Dynamic asset management firm with a focus on client success.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional development.
- Why this job: Join a growing team and make a real impact in the financial sector.
- Qualifications: Experience in client management and strong communication skills required.
- Other info: Exciting role with potential for career advancement in a supportive environment.
The predicted salary is between 25000 - 28000 £ per year.
My client near Truro is seeking a Client Service Manager to join their growing team within an asset/investment management and financial planning business. This is a permanent full-time hybrid role – 2/3 days in the office on the outskirts of Truro plus 2/3 days working from home.
As Client Service Manager you are required to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.
Key Responsibilities:
- Manage internal projects and optimise resource allocation to enhance customer satisfaction.
- Track and assess client satisfaction ratings, executing plans to enhance them as needed.
- Coordinate and execute the social media and marketing strategy of the business to attract new connections and contacts, thereby contributing to the growth of FUM and client base.
- Support the Business in managing client events effectively from start to finish.
- Assist the Business in enforcing and monitoring the entire business process in alignment with business and regulatory guidelines.
- Offer advanced technical and administrative assistance to the Business.
- Prepare necessary files, including compliance documents, research, illustrations, and supporting materials.
- Accurately process applications and maintain all required management information.
- Liaise with product providers, advisers, clients, and third parties to progress applications and ensure timely completion of each case.
Knowledge, Experience & Skills:
- Senior administration experience, ideally within an investment or financial management environment.
- Proven experience managing client accounts and maintaining strong client relationships.
- Strong working knowledge of social media platforms, financial promotions, and marketing regulations.
- Project management experience.
- A relevant qualification such as the FPC, or progress towards the Level 4 Diploma, would be a distinct advantage.
- Professional and confident when dealing with people, with the ability to always maintain complete discretion.
- Excellent communication and organisational skills.
- Highly capable problem solver with a proactive approach.
- Consistently demonstrates a positive and professional attitude.
- Able to work independently while also contributing effectively to shared team objectives.
Locations
Client Services Manager in Cornwall, Truro employer: Winners Recruitment
Contact Detail:
Winners Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager in Cornwall, Truro
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend local events in Truro. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Services Manager role.
✨Tip Number 2
Prepare for the interview by researching the company and its clients. We want you to show off your knowledge about their services and how you can enhance client satisfaction. Tailor your answers to reflect their values and needs!
✨Tip Number 3
Practice your communication skills! As a Client Services Manager, you’ll need to be confident and professional. We suggest doing mock interviews with friends or family to get comfortable discussing your experience and how you can solve problems for clients.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. We believe this small gesture can set you apart from other candidates.
We think you need these skills to ace Client Services Manager in Cornwall, Truro
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Services Manager role. Highlight your experience in managing client accounts and any relevant qualifications you have. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and don’t forget to mention any experience you have in maintaining strong client relationships.
Highlight Project Management Experience: If you've got project management experience, make it shine! Talk about how you've managed internal projects or optimised resources in previous roles. This will show us that you're capable of enhancing customer satisfaction, which is key for this position.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Winners Recruitment
✨Know Your Client Management Skills
Make sure you can talk confidently about your experience managing client accounts. Prepare specific examples of how you've maintained and grown client relationships in the past, especially in a financial or investment context.
✨Show Off Your Project Management Prowess
Since project management is key for this role, be ready to discuss your approach to managing internal projects. Think of a time when you optimised resources to enhance customer satisfaction and be prepared to share that story.
✨Get Social Media Savvy
Brush up on your knowledge of social media platforms and marketing regulations. Be ready to discuss how you would coordinate and execute a marketing strategy to attract new clients, as this is a big part of the job.
✨Demonstrate Your Problem-Solving Skills
Prepare to showcase your proactive problem-solving abilities. Think of examples where you've tackled challenges head-on, particularly in a client services context, and how that led to positive outcomes.
