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18 days ago
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Customer Service Manager - Financial Services


Orange Recruitment
Salary: £22,000 pro rata
Location: Salford
Job type: Permanent
Contact: Orange Recruitment
Category: Finance Office Jobs
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Customer Service Manager - Financial Services
Location: Salford Quays
Salary: £22,000 pro rata
Hours: Negotiable flexible working hours can be offered. Some evening work required

Job Description

Our client, a Wealth Management company, is looking for an experienced and driven Client Servicing Manager to develop and maintain new and existing client relationships.

The successful candidate will have proven client relationship management skills and have relevant Business Development, Client Retention & Wealth Management experience.

In addition to this the candidate will be required to carry out administrative tasks supporting advisers and liaising with providers and fund managers.

Key Requirements:

• Requirement of a minimum 5 years’ experience within the Financial Services sector, ideally with a Wealth Management background.
• Either hold or be working towards level 4 industry Qualifications
• The ability to show the previous development and growth of a book of clients.
• Existing relationships with professional introducers such as Lawyers. Solicitors, Accountants and IFA's in the UK would be advantageous.
• Excellent written and verbal & IT communications skills

To apply for this Customer Service Manager role, please submit your current CV and contact details online.



Orange Recruitment is advertising this position on behalf of our client. By clicking apply you accept that your application will be forwarded to only this client in order for them to consider you for the role.

Customer Service Manager - Financial Services
Location: Salford Quays
Salary: £22,000 pro rata
Hours: Negotiable flexible working hours can be offered. Some evening work required

Job Description

Our client, a Wealth Management company, is looking for an experienced and driven Client Servicing Manager to develop and maintain new and existing client relationships.

The successful candidate will have proven client relationship management skills and have relevant Business Development, Client Retention & Wealth Management experience.

In addition to this the candidate will be required to carry out administrative tasks supporting advisers and liaising with providers and fund managers.

Key Requirements:

• Requirement of a minimum 5 years’ experience within the Financial Services sector, ideally with a Wealth Management background.
• Either hold or be working towards level 4 industry Qualifications
• The ability to show the previous development and growth of a book of clients.
• Existing relationships with professional introducers such as Lawyers. Solicitors, Accountants and IFA's in the UK would be advantageous.
• Excellent written and verbal & IT communications skills

To apply for this Customer Service Manager role, please submit your current CV and contact details online.



Orange Recruitment is advertising this position on behalf of our client. By clicking apply you accept that your application will be forwarded to only this client in order for them to consider you for the role.


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