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1

client services manager

  •  Customer Service
  •  Application Processing to various Lenders providing supporting and statutory documentation
  •  File Management – ‘End to End’ process. Regular contact with the client and Financial Institution to ensure a seamless process with attention to detail and prioritizing tasks
  •  Client Review – Retention, Marketing and sales
  •   Ensuring that the client has a pleasurable experience through various communication sources
  •    Passion to deal with new and existing clients – giving high priority to client satisfaction measured by Client surveys
  •   Assist Principal
2

client services manager

  • Promote a positive response to Pickwick and its services through sound technical and commercial knowledge, professional and positive presentation, and reliable and timely fulfilment of undertakings to clients.
  • Maintain close professional relationships with client organisations at various levels as appropriate.  Attend and document client meetings, inspections, presentations and negotiations as required. 
  • Work as a team with other CSM’s and assist where required.
  • Proactively address any client issue that has been raised.  This includes complaints which present an opportunity to improve the client relationship.
  • Develop service delivery plans, management and labour structures for existing and new contracts.
  • Ensure the successful transition of new contracts and provide analysis and operational solutions to relevant staff.
  • Ensure regular site inspections are conducted as required and that QA’s are accurately completed, signed-off and dated.
3

client services manager

  • Acted as liaison between SGS Laboratory personnel and the client.
  • Prepared cost proposals within the required turnaround time utilizing a strong familiarization with USP, EP, JP, and ACS methods as well as cGMP, cGLP and SOP regulations.
  • Monitored SGS activities against quoted project scopes while maintaining high customer satisfaction through technical support and timely communication. 
  •   Responsive to client request/ enquiries within stipulated time frame.
4

client services manager

  • To cold call new prospects and set up a first appointment 
  • To book at least 10 appointments for the week
  • To complete a fact find and qualify whether clients are in a position to receive financial advice
  • To manage existing relationships and ensure a great customer experience
5

client services manager

  •   Proactive and professional customer focused communication
  •   Liaising with client Solicitor or representative and Financial Institution
  •     Assisting clients and Referring to appropriate areas depending on their need
  •   Manage new and existing clients through client care program