Opportunity 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 chasing any outstanding documents.
Complete checklists, scan and file doc...
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 chasing any outstanding documents.
Complete checklists, scan and file doc...
Ready to Apply?
Submit your application for IFA Administration at Focus Resourcing
Apply for this Position