Client Service Manager

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

• Leadership with Purpose: Oversee and inspire a skilled client service team with a clear development pathway.

• Strategic Influence: Contribute to process design, performance monitoring, and continuous improvement initiatives.

• High-Touch Client Engagement: Serve as a trusted contact for valued clients, ensuring exceptional service standards and relationship longevity.

• Growth-Focused Culture: Be part of a firm that is expanding and committed to professional development and service excellence.

Salary & Benefits

• Salary: £40,000 – £45,000 DOE

• Bonus: Performance-related bonus scheme

• Holidays: 25 days annual leave (+ Birthday Leave), with 3 days reserved for Christmas

• Pension: 5% employer contribution / 3% employee contribution

• Death in Service: 4x salary (after 3 months)

Your Key Responsibilities

• Lead, mentor and manage the Client Services team to achieve departmental and client-related KPIs

• Conduct performance reviews, support recruitment and oversee training programs

• Act as the main contact for client enquiries, escalations, and service delivery issues

• Implement and maintain efficient administration processes aligned with compliance standards

• Deliver regular service performance updates to both clients and internal stakeholders

• Manage onboarding processes for new clients and acquisitions

• Work cross-functionally to ensure timely service delivery across CRM and investment platforms

• Analyse service metrics to improve quality, retention, and client satisfaction

What We're Looking For

• Minimum 5 years' experience in a client-facing role within financial or wealth management services

• Proven track record in team leadership and service excellence

• Advanced knowledge of CRM systems, investment platforms, and Discretionary Portfolio Services

• Strong understanding of regulatory frameworks and client onboarding processes

• Exceptional communication, organisation, and relationship-building skills

• Commercial acumen and ability to spot opportunities for account growth