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:
1. Previous experience in a client-facing or administr...