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Client Experience Manager

  • Location: Chorley
  • Salary: £26,000 - £29,000 DOE per year
  • Job Type:Permanent

Posted 2 months ago

  • Sector: Front-Line Talent
  • Contact: Lauren Dono
  • Contact Email: ldono@merje.com
  • Contact Phone: 0161 883 2795
  • Expiry Date: 31 July 2024
  • Job Ref: LD/11878 (C)

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Client Experience Manager

Location: Chorley

Salary £26,000 - £29,000 DOE

Hours: Monday - Friday 9am - 5pm

A Client Experience Manager is required for a financial services company based in Chorley. The successful candidate will be responsible for providing tailored client support for a team of busy advisers, allowing them to focus on servicing their clients. 

The Company

This company is a financial services provider with a passion for empowering people to take control of their finances. They are strong believers that at the core of financial services are people wanting to empower others to have better and more fulfilled lives. They offer a friendly and supportive culture and a range of benefits including generous paid leave, group income protection, private health insurance, and more.

Key Responsibilities of the Client Experience Manager:

  • Provide tailored client support for a team of busy advisors

  • Maintain accurate and detailed client data on the company's internal system

  • Liaise with providers

  • Prepare client packs in advance of client meetings

  • Host and deliver weekly office meetings

Required knowledge and experience for the Client Experience Manager role:

  • Excellent written and verbal communication skills

  • Computer literacy

  • Great attention to detail and accuracy

  • Ability to work well in a small team

  • Experience using Microsoft Word and Excel and in-house IFA systems and provider websites

If you are a positive and tenacious person with a responsible approach, a willingness to take ownership of matters that arise, and the ability to self-manage time, then this could be the perfect role for you.

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Applicants must be located and eligible to work in the UK without sponsorship.

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