Client Services Coordinator responsible for excellent customer service and handling client inquiries in Liverpool, UK. Working within a hybrid system to manage client relationships efficiently.
About the role
- Manager, Client Support overseeing administrative operations and resource allocation for CPIC management. Providing leadership to support specialists while ensuring client service excellence.
Responsibilities
- Manage daily activities and coordinate resources as the primary point of contact for CPIC administrative matters.
- Work closely with the Managing Director to develop tailored procedures and oversee headcount and resource allocation.
- Provide leadership and oversight to the Associate-level employees supporting Investment Counsellors.
- Ensure effective consultation and service to internal and external clients.
Requirements
- Experience in the brokerage industry
- Strong organizational, administrative, and decision-making skills
- Understanding of Private Wealth Management strategies
- Excellent interpersonal, communication, and influencing skills
- Ability to work independently and adapt flexibly in a dynamic environment
- Proven track record of managing multiple priorities effectively.
Benefits
- competitive salary
- incentive pay
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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