Senior Client Support Manager

Recruiter
James Newbury
Location
Milton Keynes
Salary
£25000 - £35000/annum +parking+pension+31days hols
Posted
13 Jul 2017
Closes
12 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Senior Client Support Manager required in Milton Keynes £25,000- £35,000 depending on experience and qualifications.

If you are a graduate with 3 years or more work experience looking for a great, long term stable career to develop in and you possess great people and interaction skills, along with excellent attention to detail, organisational and IT skills, as well as team leadership skills, then we could have a great career opportunity for you as a Senior Client Support Manager working in a leading Financial Services Company based in Milton Keynes.

Overview of a Senior Client Support Manager
A Senior Client Support Manager provides an excellent ongoing non-advised service and maintains high client satisfaction to their client bank. You will also be leading your team and colleagues by example

Duties of a Client Support Manager 
-Complete client review reports accurately
-Prepare for client review meetings
-Intelliflo must be kept up to date at all times as a live system to include workflow where required
-Highlight on a daily basis any outstanding workload to their team leader
-Take review meeting notes, update fact find and complete decisions summary to client
-Conduct regular client contact and record findings
-Complete valuations on a monthly, quarterly and annual basis
-Complete fund switches, monitor and check
-Involvement in rep and investment meetings and attend suitable seminars
-Utilise client ISA allowances where appropriate
-Monitor client cash accounts on a monthly basis
-Facilitate client withdrawal requests
-Participate in webinars to increase knowledge
-Take an interest in financial markets
-Lead and motivate the team to ensure professional and productive output,  Service Levels met and client satisfaction achieved! 

Attributes and Skills Required 
-Ability to build sustainable relationships with clients
-Identify and assess client needs and requirements
-Ability to meet targets
-Keep records of client communications and file documents
-Go the extra mile to engage clients
-Provide accurate, valid and complete information using the correct methods/tools
-Maintain confidentiality
-Clear, accurate and concise verbal and written communication
-High level of accuracy and attention to detail
-Ability to work on own initiative
-Planning and organisation skills
-Time management
-Market and political awareness - it can really affect the financial markets so you need to know what is going on in the political world 
- Ability to direct, motivate and lead a team
-Ability and desire to progress and keep learning (paid for) to develop skill sets into the Financial industry

This is a very professional, well presented and award winning company so if you want to be part of the best and grow your career with them, then please send your CV to James Newbury Appointments now, we look forward to hearing from you. 

If you do not hear back from us I am sorry but you have not been shortlisted on this occasion but thank you for applying and wish you well in your job search