Job Description
We are looking for an experienced Client Liaison Manager/Office Manager to join us on a full-time, permanent basis at our Glasgow office.
You'll be responsible for providing support to a team of Finance Administrators and provide support to the National Client Liaison Manager with operational management tasks. As a Client Liaison Manager, you will actively train, coach, support and monitor your team’s performance and provide regular feedback. You’ll be someone who can prioritise workloads to ensure our clients and teams are given the very best service and support.
Please note, this role will require in-person office visits to Glasgow and regular travel to other site locations where necessary.
What You’ll Do As a Client Liaison Manager
1. Lead, supervise and motivate a team of Client Liaison Administrators by setting clear goals and support the daily operations including monitoring performance.
2. Meet and greet clients and other visitors to the office
3. You will be required to assist advisers in the creation of client financial reports and letters, including compilation of annual review packs, production of valuations and client investment reports and ensuring that these are recording accurately and in a timely manner
4. Maintain oversight of Individual Training Plans, MI and assist in the analysis and identification of relev...