Client Services Manager
Core
Provide administrative support to financial advisers and serve as the first point of contact for clients to ensure they feel confident and well taken care of.
Role type
Client Services Manager
Builds
Financial plans and investment strategies
Domain
Financial advice
Deliverable
client delivery
Required skills
organisational skills, attention to detail, written and verbal communication, ability to work independently, process adherence
Preferred skills
continuous improvement suggestions
Responsibilities
Gather information required to create financial plans, manage administrative tasks involved in implementing advice, build strong and trustworthy relationships with clients, ensure accurate and efficient implementation of investment strategies, collaborate with financial advisers to deliver high-quality financial advice
Seniority
Mid-level, experienced