The Client Service Manager proactively assists Financial Advisers by managing day-to-day administration and implementation activities to exceed client expectations
Job Summary
The Client Service Manager proactively assists Financial Advisers by managing day-to-day administration and implementation activities to exceed client expectations.
This role serves as the first point of contact for clients, triaging calls and emails while coordinating all meeting requirements and documentation.
Candidates must possess exceptional organisational skills and a minimum of 5 years of experience in a client service manager or similar role within the financial services industry.
Matching Summary
The Client Service Manager proactively assists Financial Advisers by managing day-to-day administration and implementation activities to exceed client expectations.