Client Services Manager: Private Wealth & CRM

Hames Sharley; Wembley; On-site; GBP 30,000 - GBP 45,000; Full time

Job summary

A financial services company in Wembley is looking for a Client Service Manager to manage client services effectively. The ideal candidate will have at least two years of relevant experience, demonstrate a positive attitude, and be proficient in Microsoft Office 365 tools. Responsibilities include client communication, managing applications, and office administration. A competitive salary, bonus, and generous leave are offered.

Benefits

Competitive salary

Bonus

5 weeks annual leave

Free on-site parking

Ongoing support

Qualifications

• Minimum of 2 years in a similar role.
• Highly competent with Office 365, including MS Word, MS Excel, MS Outlook.

Responsibilities

• Responsible for a small number of clients, answering questions on the phone or email.
• Preparing and lodging application forms with various product providers.
• Handling general office administration tasks.

Skills

Positive friendly attitude

Detail-oriented

Self-motivated

Competent with Office 365

Experience with Xplan

Job description

A financial services company in Wembley is looking for a Client Service Manager to manage client services effectively. The ideal candidate will have at least two years of relevant experience, demonstrate a positive attitude, and be proficient in Microsoft Office 365 tools. Responsibilities include client communication, managing applications, and office administration. A competitive salary, bonus, and generous leave are offered.