Client Services Manager- Wokingham

Expiring today

Recruiter
Lynx Recruitment Ltd
Location
Wokingham
Salary
40000.00 - 50000.00 GBP Annual
Posted
19 Jun 2017
Closes
22 Jun 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time

This successful and every growing client are currently in the process of looking for a professional, confident, enthusiastic and committed individual to manage a CSA team.

Role Objective:

-Contribute to my clients mission to continually achieve and Embedded operational excellence by providing its clients with an exceptional service.

-Lead the CSA Team, provide clear direction, coaching, training and development, build a highly effective, motivated team to support the IFA's.

-Work Closely with senior management on the implementation of strategic initiatives and projects.

-Develop positive relationships with IFA's, internal and external stakeholders.

Key Responsibilities:

-Take responsibility and ownership of developing and evaluating the CSA operational process and procedure manual on a regular basis.

-Maintain a high standard of ongoing administration in support of the agreed service proposition.

-Ensure targets and service levels are achieved with strong focus on client management.

-To work closely with ARM's on client Bank Management and ensure Advisor office is up-to-date and maintained

Areas of importance:

-Competency

-Team Management

-Leadership

Skills and Experience:

-Managed client service teams within Financial Services

-3/5 years management experience

-Understanding of Advisor office, Nucleus and Standard Life

If this sounds like a position that could interest you and would like to know more please apply and I will be in touch.