Job Description:
Client Servicing Manager Reports to:
Head of Client Servicing Introduction de Mellow & Co are a Chartered Financial Practice of St. James’s Place Wealth Management. The practice looks after circa 1,800 clients and is responsible for providing financial planning advice and managing their funds. de Mellow & Co pledge to The Corporate Chartered Ethos of: Nurturing knowledge to support standards of financial advice Prioritising client centricity to drive professionalism Serving society to build public trust and awareness de Mellow & Co are committed to providing a place where employees can progress their careers, supporting team members through formal qualifications and/or personal development goals. The Role The Client Servicing team is accountable for all client administration and servicing activity. Key responsibilities include: Responding to new/existing client queries via phone and email. Updating the Salesforce system with all appropriate information (including creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and any follow-up actions. New business processing and business submission. Providing support to all advisers on client servicing activities. Completing all tasks allocated via Salesforce, including ad hoc tasks. Preparing and following up on regular client reviews. Recording and processing client gifts under the referrals process. The Person The Client Servicing Manager role is client-facing and a key support function to the advice process at de Mellow & Co. Required skills and behaviours include: Strong written and verbal communication skills at all levels. Highly organised and efficient with their workload. Proactive and solutions-focused. Ability to prioritise workload. Excellent client service skills regardless of communication method. Driven to achieve personal and professional goals as well as the company vision. Works well as part of a team but can also self-motivate. Approachable and friendly during all interactions. Required Experience & Knowledge Previous client service experience in a professional environment is essential; financial services industry experience is desirable. Ability to adopt new changes and confidence to share ideas is required. Job Types:
Part-time, Fixed term contract Contract length: 12 months Pay:
£22,500.00-£28,000.00 per year Expected hours:
19 per week Additional pay: Performance bonus Yearly bonus Benefits: Company events Company pension Discounted or free food Financial planning services Free parking On-site parking Private dental insurance Private medical insurance Referral programme Schedule: 8 hour shift Experience: Retail sales: 1 year (preferred) Customer Service: 1 year (preferred) Work Location:
In person Expected start date:
03/02/2025
#J-18808-Ljbffr
Client Servicing Manager Reports to:
Head of Client Servicing Introduction de Mellow & Co are a Chartered Financial Practice of St. James’s Place Wealth Management. The practice looks after circa 1,800 clients and is responsible for providing financial planning advice and managing their funds. de Mellow & Co pledge to The Corporate Chartered Ethos of: Nurturing knowledge to support standards of financial advice Prioritising client centricity to drive professionalism Serving society to build public trust and awareness de Mellow & Co are committed to providing a place where employees can progress their careers, supporting team members through formal qualifications and/or personal development goals. The Role The Client Servicing team is accountable for all client administration and servicing activity. Key responsibilities include: Responding to new/existing client queries via phone and email. Updating the Salesforce system with all appropriate information (including creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and any follow-up actions. New business processing and business submission. Providing support to all advisers on client servicing activities. Completing all tasks allocated via Salesforce, including ad hoc tasks. Preparing and following up on regular client reviews. Recording and processing client gifts under the referrals process. The Person The Client Servicing Manager role is client-facing and a key support function to the advice process at de Mellow & Co. Required skills and behaviours include: Strong written and verbal communication skills at all levels. Highly organised and efficient with their workload. Proactive and solutions-focused. Ability to prioritise workload. Excellent client service skills regardless of communication method. Driven to achieve personal and professional goals as well as the company vision. Works well as part of a team but can also self-motivate. Approachable and friendly during all interactions. Required Experience & Knowledge Previous client service experience in a professional environment is essential; financial services industry experience is desirable. Ability to adopt new changes and confidence to share ideas is required. Job Types:
Part-time, Fixed term contract Contract length: 12 months Pay:
£22,500.00-£28,000.00 per year Expected hours:
19 per week Additional pay: Performance bonus Yearly bonus Benefits: Company events Company pension Discounted or free food Financial planning services Free parking On-site parking Private dental insurance Private medical insurance Referral programme Schedule: 8 hour shift Experience: Retail sales: 1 year (preferred) Customer Service: 1 year (preferred) Work Location:
In person Expected start date:
03/02/2025
#J-18808-Ljbffr
