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, account manager, client support, client manager, client support manager, financial manager, payments, ISA, financial advice, financial advisor, relationship, relationship manager, Milton Keynes, Buckinghamshire