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Job Location | Edinburgh |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Client Services Manager - Up to £50k per annum (Depending on credentials and experience)We are looking for a Client Services Manager, with a recognised track record, to manage and develop the back-office team in our Edinburgh office, providing support to the Financial Advisers and Paraplanners.This role will report directly into our Financial Planning Director.A fantastic opportunity to join an ever- growing, successful International Wealth Management Company who are well-established in Edinburgh.Key Responsibilities * To produce new working practices/processes to deliver a smooth and efficient 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 to the highest degree, in an efficient manner* To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous development* Responsible for case management to ensure processes run smoothly and timely for our prospect clients* Oversight of work delegation to client services team through the company CRM and with the use of outlookRequired Skills and Qualifications* 5+ years 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* Proficient with Microsoft Office and common computer programmes* Working knowledge of financial CRM systems * 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 environmentPackage* Base Salary up to £50,000 per annum* 35 days holiday, inclusive of bank holidays and Christmas closure* Annual bonus incentive* Workplace Pension (salary exchange)* Income Protection schemeHours are Monday to Friday 9am to 5pm with 1 hour lunchSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.