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Customer Service Manager

Posted 6 March by Fair Investment Company Ltd Ended


Clifton Private Finance ( is a progressive and dynamic property finance firm based in Bristol with ambitious plans to grow our brand in the UK and abroad.

We are looking for a high calibre customer service manager to complement our growing team.

The right candidate will be someone who is able to use their own initiative and has first class communication & organisational skills.

Role Responsibilities:

The role of the Customer Services Manager is business critical in the ongoing growth and development of the business.

  • Provide highly professional, effective and proactive support to a team of advisers
  • Provide exceptional customer service in everything you do
  • Manage day to day client and prospective client interactions as a first point of contact using the Company telephone system (RingCentral) and Email and SMS.
  • Become an active part in the care of clients and be wholly familiar with contacts/clients
  • Champion the Company CRM system ( - training to be provided
  • Enter, maintain and update client details and relevant information on the firm’s CRM contact system
  • Working with advisers to provide excellent customer service both pre and post sale which will require an oversight of adviser diaries to ensure client expectations are being managed.
  • Working with advisers to provide support to follow up initial enquiries using different media
  • Work with the Directors to develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service
  • look for innovative ways to improve the service delivered to customers and prospective customers
  • Assisting and identifying business development opportunities
  • Point of contact for new lenders, introducers and referrals
  • Working with the directors provide event management oversight

Key Skills Required

  • Excellent communication and organisation skills and a team player
  • Able to quickly build confidence, respect and trust with others
  • Experience of building and managing complex relationships
  • Accuracy and an eye for detail
  • You will be proficient using PC based software, including Microsoft packages such as Word and Excel and comfortable using technology
  • You are self-motivated with a positive attitude
  • Good telephone manner
  • Be able to work independently and as part of a team
  • You able to work well under pressure

Required skills

  • Business Development
  • CRM
  • Customer Service
  • Customer Services
  • Property

Reference: 34622735

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