Client Servicing Manager (Investment)

Job Description

We are seeking a Client Servicing Manager to manage client relationships, ensure excellent service delivery, and support business growth. The ideal candidate is customer-focused, proactive, and skilled in managing client expectations while coordinating with internal teams.

Key Responsibilities

• Build and maintain strong, long-term relationships with clients.
• Serve as the primary point of contact for client enquiries, requests, and concerns.
• Understand clients' needs and provide timely, effective solutions.
• Coordinate with internal departments to ensure smooth service delivery and client satisfaction.
• Monitor client accounts, service performance, and follow-up activities.
• Identify opportunities to improve client retention, satisfaction, and business growth.
• Prepare client reports, service updates, and performance reviews.
• Resolve client issues professionally and escalate complex matters when necessary.

Requirements

• Diploma or degree in Business, Marketing, Communications, or a related field.
• Relevant experience in client servicing, account management, customer service, or relationship management.
• Strong communication, interpersonal, and problem-solving skills.
• Excellent organisational skills and attention to detail.
• Ability to manage multiple clients and priorities in a fast-paced environment.
• Proficiency in Microsoft Office applications.
• A customer-centric mindset with a strong sense of ownership and accountability.