Client Experience Manager
Location: Chorley
Salary £26,000 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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