Client Services Manager

3 weeks ago

London, United Kingdom Service Service Employment Full time

Thisisafantasticopportunitytojoinoneofthecountysmoststellarfirms,synonymouswithwealthmanagementandahighstandardofprofessionalismandexpertise,intheirfield. AtpresentmyclientislookingtoaddaClientServicesManager,thisisabrandnewroletoassistandmanagertheirteamofadministrationprofessionals,youwillhaveworkedinholisticfinancialplanningpreviouslyandactedasamentorandtrainertoadministratorsatthestartoftheirFinancialServicescareer. Responsibilities TrustedLeadership&TeamCulture: Actasatrustedleader,settinganexampleinintegrity,professionalism,andfairness. Ensurethecompanyscultureandvaluesareembeddedwithintheteams,promotingacollaborative,supportive,andhigh-performanceworkenvironment. Buildandmaintaintrustwithteammembers,advisers,clients,andotherstakeholders,ensuringthatallinteractionsareconsistentwiththecompanysvalues. Leadtheteamsinawaythatfosterstransparency,mutualrespect,andopencommunication. FrontofHouseandOfficeManagement: Overseeday-todayofficeoperations,ensuringalladministrativeactivitiesrunsmoothly. Manageandsupervisethefrontofhouseteam,delegatingtasksandmonitoringperformance. Maintainandupdateclientrecordsandback-officesystemsincludingIO,ensuringdataaccuracyandconfidentiality. Diaryandschedulemanagement. Workflowcoordinationandsupervision. Organiseandoverseeofficemaintenance,ensuringacleanandsafeworkingenvironment. EnsurethattheofficeoperatesinaccordancewithHealth&Safetypoliciesandprocedures,includingbutnotlimitedtothecompletionandmaintenanceofriskassessments. Manageofficesuppliesandequipment,ensuringinventorylevelsaremaintainedandordersareplacedasneeded. CoordinatewithGroupITforinfrastructuremaintenanceandtroubleshooting. ClientServiceDelivery&OperationalExcellence: Leadtheclientadministrationandparaplanningteams,ensuringtheteamsconsistentlyadheretobestinclassprocesses,deliveringhigh-quality,timely,andaccurateservices. OverseetheefficientmanagementofclientrecordswithintheIntelligentOfficesystem,ensuringcompliancewithinternalstandardsandregulatoryrequirements. Overseethedeliveryofanefficienttechnicalresearchandqualityreportwritingservice. Manageandprioritiseworkloadseffectively,ensuringsmoothandefficientoperationsevenduringpeakperiods. Monitorinvoicing,incomerecording,andmatchingprocessestoensureaccuratefinancialadministration. TeamManagement&Development: Lead,coach,andsupportthefrontofhouse,clientadministrationandparaplanningteams,ensuringhighmotivationandperformanceacrossallroles. Promoteapositiveteamculture,encouragingcollaboration,continuouslearning,andprofessionaldevelopment. Ensurethatrecruitment,training,andperformancemanagementprocessesarealignedwithcompanyvaluesandbestpractices. ProcessAdherence&Improvement: Maintainafocusoncontinuousprocessimprovement,ensuringthatworkflowsareoptimisedwithoutsacrificingqualityorservicedelivery. Identifyandaddressanyinefficienciesincurrentprocesses,workingcollaborativelywithotherteamstoimplementsolutions. Ensurethatallteammembersfollowestablishedproceduresandactivelycontributetomaintaininghighoperationalstandards. Providesupportinprojectmanagementactivities. RelationshipManagement&Collaboration: Buildandmaintainstrong,trustedrelationshipswithadvisers,clients,internalteams,andexternalproviders. WorkcloselywiththeOperationsConsultant,DirectorofOperations,ClientSupportTeamLeaderandClientSupportteam,Paraplanningteam,Directors,groupfunctionsandotherseniormanagerstoensuretheteamsoperationsalignwiththewiderbusinessstrategyandgoals. Promoteacultureofcollaborationacrossdepartments,ensuringthatallstakeholdersareengagedandworkingtowardscommonobjectives. Marketing&Events: WorkcloselywithGroupMarketingonmarketingrequirements,andmanagelocalclientevents. Risk&Compliance: Actasarolemodelforadherencetoregulatoryrequirements,ensuringthattheteamsoperateswithintheguidelinessetbytheFCAandthecompany. EnsurethatTreatingCustomersFairly(TCF)andRetailConductRisk(RCR)principlesarefullyembeddedinteamprocessesanddecision-making. Identifypotentialrisksandescalatethemappropriately,alwaysmaintainingafocusonclientfairnessandbusinessintegrity. Requirements Experienceinclientservicewithinaregulatedfinancialservicesenvironment,withknowledgeofFCArequirementsandthefinancialservicessector. Provenexperienceinfrontofhouseandofficemanagement. Provenexperiencemanaginganadministrationandparaplanningteam,ensuringhighlevelsofserviceandoperationalefficiency. Excellentadministrative,organisational,andcommunicationskills. Strongunderstandingofcompliance,risk,andgovernancewithinfinancialservicesoperations. RegulateddiplomainFinancialPlanning(QCFLevel4)orequivalentisdesirable. FamiliaritywithIntelligentOfficeorsimilarclientmanagementsystemsishighlydesirable. Benefits Anindustrycompetitivesalary,upto£45,250.00 Theopportunitytoenhanceyourearningsviaaprofitrelatedbonus,payablebiannually 25daysholidayPA,plusbankholidays,plusthreedaysclosureoverChristmas Workinghoursareflexiblee.g.8.30-16:30withonehourforlunch,or9.00-17.00withonehourforlunch, 35hoursperweek(iffulltime). 3timesdeathinservicepolicy PrivateMedicalInsurance HealthCashPlan Electriccarscheme Pension(7.5%employercontribution) SeveralsocialeventsthroughouttheyearTPBN1_UKTJ

  • Client Services Manager

    6 days ago

    London, Greater London, United Kingdom Rapport Guest Services Full time £40,000 - £48,000 per year

    We are recruiting a Client Services Manager to lead a fantastic Rapport team based in Baker Street.The Client Services Manager will oversee the smooth running of the Front of House Department which includes but is not limited to Reception, Call Services and Helpdesk, with a key focus on the constant development of the service, including planning and shaping...

  • Client Services Manager

    2 days ago

    Greater London, United Kingdom Rapport Guest Services Full time

    We are recruiting a Client Services Manager to lead a fantastic Rapport team based in Baker Street. The Client Services Manager will oversee the smooth running of the Front of House Department which includes but is not limited to Reception, Call Services and Helpdesk, with a key focus on the constant development of the service, including planning and shaping...

  • Customer Operational Account Manager

    2 weeks ago

    Greater London, United Kingdom O.T. Client Services Full time

    OverviewAre you an experienced Account Manager in aviation, catering, or hospitality? This is an exciting opportunity to join a fast-paced, customer-focused business in the aviation and logistics sectors.Our client is seeking a dynamic Customer Operational Account Manager to lead key customer relationships, drive service excellence, and deliver strong...

  • Client Servicing Client Manager

    6 days ago

    London, United Kingdom McGregor Boyall Full time

    An established Tier 1 Bank is seeking a Client Servicing Client Manager for a 1 year contract that pay upto £425 p/day. The Client Servicing Client Manager will be an integral part of the team being accountable for maintaining all key EMEA Client Serviceteam controls and processes, Query and relationship management of key clients/counterparties. Ideal...

  • Client Service Administrator

    6 days ago

    London, United Kingdom Gem Financial Services Full time

    Do you have experience in client service or relationship management? Or as an assistant or administrator in the world of finance? We have a fantastic opportunity on offer for an experienced Client Service Administrator wishing to make a long-term career in a busy and successful IFA practice. We are a business with a clear vision, great culture, and a top...

  • Client Services Director

    6 days ago

    City Of London, United Kingdom OSF Global Services Full time

    OverviewThe Client Services Director is accountable for the overall health, profitability, and growth of assigned client accounts. This includes ensuring consistent delivery quality, maintaining positive executive-level client relationships, driving account revenue expansion, and achieving internal financial and operational targets.The role requires...

  • Client Service Manager

    1 week ago

    London, United Kingdom Page Personnel Finance Full time

    The purpose of the Client Service Manager role will involve providing appropriate support to their Private Client Investment Managers, liaising with the team and clients on a daily basis as well as day to day handling of client queries and client management. **Client Details** The financial services client based in the City of London is a rapidly growing...

  • Client Services Manager

    5 days ago

    London, United Kingdom Crone Corkill Full time

    Job DescriptionClient Service Manager/ Team AssistantLocation: London, Pall Mall (Office-based)Hours: Monday to Friday 8am – 4.30pm, Flexibility to work remote on Fridays following probationSalary: £30k - £32k + Excellent BenefitsStart Date: ASAPIs this the role for you:Our client, an independently owned wealth management partnership with a heritage...

  • Client Services Manager

    2 weeks ago

    London, United Kingdom Crone Corkill Full time

    Client Service Manager/ Team AssistantLocation: London, Pall Mall (Office-based)Hours: Monday to Friday 8am – 4.30pm, Flexibility to work remote on Fridays following probationSalary: £30k - £32k + Excellent BenefitsStart Date: ASAPIs this the role for you:Our client, an independently owned wealth management partnership with a heritage spanning over 200...

  • Client Services Manager

    2 weeks ago

    London, United Kingdom Crone Corkill Full time

    Client Service Manager/ Team Assistant Location: London, Pall Mall (Office-based) Hours: Monday to Friday 8am 4.30pm, Flexibility to work remote on Fridays following probation Salary: £30k - £32k + Excellent Benefits Start Date: ASAPIs this the role for you:Our client, an independently owned wealth management partnership with a heritage spanning over 200...