Client Servicing Manager

Job Description

Job Description: Client Servicing Manager

Reports to: Head of Client Servicing

Introduction

de Mellow & Co are a Chartered Financial Practice of St. James’s Place Wealth Management. The practice looks after circa 1,800 clients and they are responsible for providing financial planning advice to its clients and managing their funds under management.

de Mellow & Co pledge to The Corporate Chartered Ethos of:

· Nurturing knowledge to support standards of financial advice

· Prioritise client centricity to drive professionalism

· Serve society to build public trust and awareness

de Mellow & Co are committed to providing a place where employees can progress their careers. The practice supports its team members through formal qualifications and/or personal development goals.

The Role

The Client Servicing team is accountable for all client administration and servicing activity. The team tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions.

The key responsibilities include:

· Responding to new/existing client queries received via phone and email.

· Updating the Salesforce system with all appropriate information (including creation of client records).

· Booking client meetings and completing appropriate meeting preparation.

· Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions.

· New business processing and business submission.

· Support to all advisers on client servicing activities.

· Completion of all tasks allocated via Salesforce including ad hoc tasks.

· Preparation and follow up on regular client reviews.

· Recording and processing of client gifts under referrals process.

The Person

The Client Servicing Manager role is client facing but ultimately a key support function to the advice process at de Mellow & Co. The Client Servicing Manager will interact with clients, advisers, Paraplanning team, St. James’s Place Administration teams, and third-party providers. The required skills and behaviours for this role include:

· Strong written and verbal communication skills at all levels

· Highly organised and efficient with their workload

· Proactive and solutions focused

· Ability to prioritise their workload

· Excellent client service skills regardless of communication method

· Driven to achieve personal and professional goals as well as the company vision

· Works well as part of the team but can also self-motivate

· Approachable and friendly during all interactions with different departments

Required Experience & Knowledge

· Previous client service experience in a professional environment is essential

· Financial Services industry experience desirable

· To be able to adopt new changes and have confidence to share ideas

Job Types: Part-time, Fixed term contract
Contract length: 12 months

Pay: £22,500.00-£28,000.00 per year

Expected hours: 19 per week

Additional pay:

• Performance bonus
• Yearly bonus

Benefits:

• Company events
• Company pension
• Discounted or free food
• Financial planning services
• Free parking
• On-site parking
• Private dental insurance
• Private medical insurance
• Referral programme

Schedule:

• 8 hour shift

Experience:

• Retail sales: 1 year (preferred)
• Customer Service: 1 year (preferred)

Work Location: In person

Expected start date: 03/02/2025