Job Description
We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Key Responsibilities
- Act as the first point of contact for all incoming enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
- Prepare and issue client documentation before and after meetings.
- Attend client meetings when required.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chas...