Head of Client Services

  • Battersea
  • Specialist Recruit

Are you a client focused manager, with experience in the financial services arena? We have a fantastic opportunity to work for a great client of ours.

You will have the opportunity to work within a friendly and motivated team in a fast-paced and growing industry.

They offer flexible working hours, comprehensive onboarding, and training in both ICT and Financial Services. They provide the opportunity to take professional certification, alongside a competitive remuneration package as well as growth opportunities inthe future.

Our client is a national financial software consultancy and solutions provider - awarded the Best Mortgage Software Provider in the UK (2017 & 2019).

They have various clients from single-users to national networks, who have one thing in common: they appreciate the flexibility of an easy-to-use financial technology platform to service their customers.

They've been creating software solutions since 2010 and their primary solution is an all-encompassing tool for the financial services industry. Their platform is award-winning and provides a sleek CRM & Practice Management solution that streamlines processes,both front and back office, and maximises output for users.

Their platform supports organisations across the financial services industry, incorporating Wealth Managers, IFA’s, Mortgage & Protection advisers as well as national networks. They are a trusted solutions provider to many of the UK’s leading Financial Adviceorganisations.

They service thousands of users every day, who in turn service hundreds of thousands of customers. Their Client Services teams are rated 5 stars by our clients, who they've helped maximise profits, increase efficiency, and reduce processing times with theirworld-class implementation and support.

The Role : They are currently searching for a Head of Client Services to manage and operate the Service Desk and Service Delivery Team.

Problem-solving skills will be essential, as well as articulate communication to keep the client updated, escalating tickets as required. This is an excellent opportunity for an experienced operational professional looking to grow their career.

Key Responsibilities :

  • Overseeing the customer support team who are responding to and managing incidents and Service Desk requests at Level 1 and Level 2.
  • Successfully manage the team working within Service Delivery.
  • Generate and analyse data reports to drive efficiency.
  • Find and develop solutions on how to reduce ticket workload.
  • Phone calls and webinar execution made with clients where required.
  • Daily tasks are scheduled, completed, and monitored for effectiveness; excellent time management is a must.
  • Lead training sessions for the client regarding the use and functionality of their system, using online webinars.
  • Ensure positive customer experiences, and spot opportunities to obtain feedback for future product development.
  • Onboarding of new customers to the platform.

What they're looking for :

  • You are degree educated with a strong academic background, have excellent analytical and critical thinking skills, and are willing to input to the growth and success of an evolving Software business that is primed for growth;
  • Have 5 or more years relevant work experience in a similar field or role;
  • Highly motivated and target driven with a proven track record in customer service;
  • Experience within Financial Services and/or ICT is ideal, however not mandatory;
  • Experience in a fast-paced support environment;
  • Excellent written and verbal communication skills are a must;
  • Can evidence real understanding of business processes and are comfortable with technical concepts;
  • Tracking dependencies and managing risks and issues;
  • Clear communicator and management of change, with the ability to impart technical knowledge to others;
  • Proven problem-solver and effective time manager;
  • Comfortable building relationships and interfacing between customers and internal teams;
  • Ability to manage client expectations and deadlines;
  • Charisma and energy - you are passionate about solving client problems and creating client success stories.