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Are you an experienced Client Services professional with a passion for people, performance, and process improvement? If you're ready to lead a dynamic team in a successful and growing wealth management firm, we have the perfect opportunity for you.
About the Opportunity
This is a pivotal leadership role for an established Client Services Manager with a background in financial services. You'll be responsible for leading a team dedicated to delivering outstanding service to a sophisticated client base. This opportunity offers the chance to make a tangible impact—enhancing client retention, streamlining internal operations, and driving the overall quality of service delivery.
Working closely with senior leadership, you’ll play a vital role in ensuring that service levels not only meet but exceed expectations, while also acting as the main liaison for high-value client relationships.
Why This Role Stands Out
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Leadership with Purpose: Oversee and inspire a skilled client service team with a clear development pathway.
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Strategic Influence: Contribute to process design, performance monitoring, and continuous improvement initiatives.
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High-Touch Client Engagement: Serve as a trusted contact for valued clients, ensuring exceptional service standards and relationship longevity.
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Growth-Focused Culture: Be part of a firm that is expanding and committed to professional development and service excellence.
Salary & Benefits
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Salary: £40,000 – £45,000 DOE
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Bonus: Performance-related bonus scheme
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Holidays: 25 days annual leave (+ Birthday Leave), with 3 days reserved for Christmas
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Pension: 5% employer contribution / 3% employee contribution
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Death in Service: 4x salary (after 3 months)
Your Key Responsibilities
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Lead, mentor and manage the Client Services team to achieve departmental and client-related KPIs
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Conduct performance reviews, support recruitment and oversee training programs
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Act as the main contact for client enquiries, escalations, and service delivery issues
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Implement and maintain efficient administration processes aligned with compliance standards
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Deliver regular service performance updates to both clients and internal stakeholders
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Manage onboarding processes for new clients and acquisitions
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Work cross-functionally to ensure timely service delivery across CRM and investment platforms
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Analyse service metrics to improve quality, retention, and client satisfaction
What We're Looking For
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Minimum 5 years' experience in a client-facing role within financial or wealth management services
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Proven track record in team leadership and service excellence
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Advanced knowledge of CRM systems, investment platforms, and Discretionary Portfolio Services
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Strong understanding of regulatory frameworks and client onboarding processes
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Exceptional communication, organisation, and relationship-building skills
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Commercial acumen and ability to spot opportunities for account growth
