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Open nowFirst seen 16 hours ago

Client Services Team Manager

Quarsh33 open roles

Where
London, United Kingdom
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Your applicationOpen nowClient Services Team ManagerQuarsh · London, United Kingdom
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The clock on this job

Early applications get read.

11.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.3%7 days
  4. 17.6%14 days
  5. 34.3%30 days
  6. 43.5%60 days
This job: first seen 16 hours ago

The posting

Join Our Client's Team as a Client Services Team Manager!

Our client is looking for a Client Services Team Manager with a positive, growth mindset to lead their team. As a Client Services Team Manager, you will oversee the client services team, ensuring the delivery of high-quality administration across the full lifecycle of client acquisition and management. You will play a crucial role in maintaining client satisfaction and supporting the professional development of your team members.

Why You Should Apply:

  • Leadership Opportunity: Lead a dedicated team, fostering a collaborative and high-performing environment.
  • Career Growth: Our client supports your aspirations, offering opportunities to grow within the financial advice profession or other areas.
  • Supportive Culture: The company's values of ownership, focus, positivity, and doing the right thing create a collaborative and positive workplace.

Skills and Experience You Need:

  • Technical Competence: Proficiency in using CRM systems and Microsoft Office is essential. Experience with financial platforms like CURO or Transact is a major advantage (training provided).
  • Leadership Skills: Proven experience in managing and developing a team, with strong organisational and communication skills.
  • Client Interaction: Confidence in talking to clients and handling their queries directly is crucial. You'll need to be well-organised and have excellent attention to detail.
  • Ethics and Integrity: High standards of ethics and integrity are a must. You should be diligent and able to chase matters to completion.
  • Desirable Experience: Prior experience in the financial advice profession or similar roles is beneficial. Progression in Certificate or Diploma in Financial Planning is desirable but not essential.

What's in It for You:

  • Skill Development: Gain experience with CRM systems, Microsoft Office, and financial platforms like CURO or Transact.
  • Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
  • Professional Growth: Stay updated with financial products and legislation through continuous professional development (CPD).

Benefits:

  • Competitive salary (dependent on experience)
  • Discretionary bonus
  • 4x Death in Service
  • Group Income Protection
  • Auto-enrolment pension
  • Private Medical Insurance, including Optical and Dental cover (subject to probation)
  • 25 days annual leave + Bank holidays and Christmas close period
  • Season ticket loan scheme
  • Ride to work scheme
  • CII Membership sponsored
  • Exam support, with study leave
  • Payroll giving option
  • Hybrid working policy: work (up to) 2 days per week from home
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