Jobs

Client Servicing Manager (CSM) - Bedford

Posted 2 months ago
Salary
£36,000/ANNUAL
Location(s)
South East
Type
Permanent

This is one for the backbone of client services…

The glue that holds the office together…

The Administrator.

 

I’m supporting a nationally recognised employee benefit consultancy and financial advice firm in their search for a Client Servicing Manager. This is a firm that offers excellent opportunities for professional progression, while recognising administration as an indispensable component of financial advice and much more than just ‘the first step’ towards a career in wealth management.

 

Heading up the Client Servicing Team, you’ll be responsible for ensuring the firm's administrative function has access to the training and support they need to maintain their exceptional performance record.

 

You’ll smash team targets through effective performance and people management, ensuring that new and existing clients are served efficiently and accurately.

 

You’ll act as an integral part of the financial planning team, providing the Advisors with the administrative support they require in order to maintain outstanding levels of client satisfaction.

 

To truly excel in this position, you’ll need experience in the following areas:

  • Working in a financial planning environment (IFA or similar)
  • Coaching, mentoring or managing junior team members
  • Working in a client servicing environment that requires high levels of organisation and attention to detail

Basic salary for this role ranges from £30K-£36K plus a competitive benefits package. This is a hybrid role, with time to be split between working remotely and in the Bedford office.

 

Apply now for immediate consideration or drop a line to laura.higton@bwd-search.co.uk if you have any questions.

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