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Jobs › Finance › Client Services Manager
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| Client Services Manager |
Job Details: ***An established Financial Services Institution are seeking a Client Services Manager for their central Bath offices.
Main responsibilities include:-
* To supervise a team of approx. 4 and monitor their workload.
* Handle incoming client enquiries, resolving or redirecting.
* Liaise with third party providers and handle their queries/requests.
* Communicate new business, and any other relevant issues.
* Diary maintenance and management.
* Record and analyse new business and account closure statistics for management accounting.
Skills/Qualifications:-
* Previous Life office/Industry experience.
* Must be FPC qualified with strong I.T skills.
* Knowledge of CRM and investing accounting systems (desirable)
* Previous management experience.
* Must be good communicator & able to deal with internal/external customers.
* Attention to detail, good problem solving skills.***
Location: Bath
Salary: Up to £25,000
To Apply for this job please click here |
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