UA-185291695-1 Client Services Manager, Jobs, 369

Client Services Manager

Financial planning - Leeds, Yorkshire and the Humber

Ref: 369Thursday 16 December 2021

£28,000 - £33,000

You will be joining an award-winning team of Independent Financial Advisers as a Client Service Manager within the Leeds office. The firm provides a personal, independent, and bespoke wealth management service to high net worth clients.

 

Benefits

Company discretionary bonus scheme; Full-time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch, 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period, Company Pension Scheme, Private Healthcare*, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing program, Bike to Work Scheme, Full support with professional qualifications

 

As Client  Services Manager you will be supporting the Operations  Manager to improve the client experience and ensure the team is productive and high performing.

You will have a team of recognised Client Service Associates, including Seniors and Specialists, each supporting advisers and clients. You will focus on driving new initiatives and operational change to improve the controls and reduce risks for key activities conducted within the team.

The ideal candidate will lead the team in respect of the client services function, conducted in Leeds and London, and manage workflow effectively. Help improve the client experience whilst operating more efficiently within the wider Operations and Advice Delivery teams.

 

Skills

Ability to assist in managing key operational business processes and develop performance  measures, operational KPI's, MI and reporting to key stakeholders

Proven experience within Financial Services

Proven experience in a management / senior management position