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Client Services Manager

IDEX Consulting Ltd
Job LocationEdinburgh
EducationNot Mentioned
Salary40,000 - 50,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Idex Consulting are working with well-established International Wealth Management Company with an excellent record of success who are seeking an experienced Client Services Manager, with a proven track record, to manage and grow the back-office team andproviding support to the Financial Advisers.This role will report directly into the Financial Planning Director.Key Responsibilities:

  • To create and implement new working practices/processes to deliver a smooth and effective business operating model
  • Responsible for the day-to-day oversight and management of the administration team
  • Manage all business applications ensuring they are processed accurately and efficiently, in a compliant manner to the firms standards
  • To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous improvement
  • Responsible for the LOA case management to ensure processes run smoothly and timely for our prospect clients
  • Oversight of company mailboxes
  • Oversight of work delegation to client services team through the company CRM (Xplan) and with the use of Outlook
Required Skills and Qualifications:
  • Experience as a Client Services Manager (Preferably with a financial advising firm)
  • Experienced in writing and implementing new working practices/processes
  • In-depth knowledge of running an effective back-office administration team
  • Methodical and diligent with outstanding planning abilities
  • Proficient with Microsoft Office and common computer programmes
  • Working knowledge of financial CRM systems (preferably Xplan)
  • People person, time oriented, strong verbal and written communication skills, basic math skills, consumer relations, reporting skills, administrative skills, attention to detail
  • Experience of driving a dedicated client-centric culture in an operational environment
Package
  • Salary up to £50,000 doe
  • Four-and-a-half-day-week (half day Friday)
  • 35 days holiday, inclusive of bank holidays and Christmas closure
  • Employee Ownership Scheme
  • Flexible Working (Monday and Friday working from home)
  • Annual bonus incentive
  • Workplace Pension (salary exchange)
  • Death in Service (4x salary)
  • Income Protection scheme
  • Access to Help@Hand App supporting employee mental health
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
IFAIndependent Financial AdviserFinancial PlannerWealth ManagerIndependent Financial Advisor

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