My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Thu 31/07/2025

Senior Client Support Manager (Finance)

Milton Keynes, MK9, UK
Apply Now

Company: CAREER CROSS LIMITED

Job Type: Permanent, Full Time

Salary: £30000 - £45000/annum plus excellent benefits

Senior Client Support Manager (Finance) - Milton Keynes - £30k - £45k per annum plus benefits

Our client is an extremely well-established company specialising within the financial sector; due to continued growth and success they are now looking to recruit an experienced Senior Client Support Manager.

Duties and Responsibilities:

* Responsible for fulfilling key service requirements for a portfolio of clients and new clients as appropriate.

* Ensure client satisfaction is kept to a high level at all times.

* Prepare required documentation for client review meetings

* Chase client providers for relevant information and update clients to the progress

* Monitor progress and update clients and client team manager on transfers/payments in or out

* Complete client fund switches, monitor and check them following the action taking place

* Utilise client ISA allowances where appropriate/agreed

Skills and Experience

* Experience within the financial sector is essential

* Ability to build sustainable relationships with clients and help identify their needs

* Clear, accurate and concise verbal and written communication

* Ability to work on own initiative and meet targets

Keywords - financial, financial account management, customer service manager, account manager, client support, client manager, client support manager, financial manager, payments, ISA, financial advice, financial advisor, relationship, relationship manager, Milton Keynes, Buckinghamshire
Apply Now