Our client, a well established and growing wealth advisory firm located in the heart of Ipswich, is seeking a detail oriented and client focused Client Services Manager to join their exceptional team. This is an excellent opportunity to play a vital role in supporting clients' financial journeys while working in a skilled firm renowned for its outstanding culture and down to earth approach.
About the Business
This firm has built a solid reputation for providing comprehensive and holistic financial advice to their loyal and expanding client base. They pride themselves on fostering long term relationships and delivering tailored solutions to meet their clients' unique needs. If you are looking for an workplace where you can be yourself, be appreciated for your contribution and somewhere you can thrive in a supportive setting, you have found your new home. There are lots of firms hiring, but ones like this don't come around very often.
About the Role
Be the friendly face and voice clients know and trust – handling their calls, emails and queries with professionalism and care
Work behind the scenes to get things done – coordinating with fund managers, product providers and ensuring implementation runs smoothly
Maintain accurate client records and investment data in Xplan
Coordinate client meetings and manage diaries to keep everything running like clockwork
Prepare applications and liaise with product providers and fund managers
Bepart of delivering an outstanding client experience from start to finish
About You
To be considered for this role you MUST HAVE:
Previous experience in a financial planning practice
Proficient in XPLAN
Outstanding communication abilities both written and verbal with meticulous attention to detail
Excellent organisational skills with the ability to juggle multiple priorities and deadlines effectively
Someone who loves working as part of a team and has natural people skills
Passionate about delivering exceptional service and nurturing client relationships
Advanced Microsoft Office capabilities
What's on Offer
Opportunity to work with a team of great people who genuinely get along, know how to laugh and work well together
Competitive remuneration package commensurate with experience
Opportunity to work with a highly motivated, passionate and down to earth
Supportive management
Small team workplace where your contribution really matters
J-18808-Ljbffr
📌 Client Service Manager East Ipswich
🏢 Guardian Compliance Solutions
📍 East Ipswich
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.