Job Location : Ferndown, UK
Key Responsibilities
Client Portfolio Management: Manage a diverse portfolio of clients, ensuring all tasks are completed efficiently and on time. Act as the primary relationship manager, coordinating all required services and upholding strong, professional client relationships.
Financial & Operational Control: Conduct annual fee reviews and control budgets, chargeable hours, and cost recovery for your client portfolio to ensure profitability and effective resource allocation.
Regulatory Adherence: Maintain all regulatory and company standards, consistently upholding the professional ethics of the firm and relevant regulatory bodies.
Workflow and Efficiency: Organize and monitor your own workflow to optimize productivity while providing an excellent standard of client service. Utilize appropriate software solutions to enhance efficiency.
Team Leadership: Mentor, motivate, and encourage team members to help them reach their full potential. You will also provide support to other Client Service Managers during periods of high workload.
Company Ambassador: Act as a firm ambassador, actively promoting our services to both new and existing clients. Attend and contribute to weekly team meetings.
Project Management: Implement specific initiatives and special projects as instructed by Directors and Senior Managers.
Please apply for more information.
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Salary : 40000 - 50000
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