Role details

This position is now filled

Client Services Manager

London   •   £37,000 - £43,000   •  Permanent

Bullet points

  • Lead a team of client service staff
  • Leading financial services company

About Our Client

A London based leading FinTech firm.

Job Description

As CLient Services Manager your main responsibilities will be to;

  • Work with your team to develop and manage relationships with the financial adviser firms
  • Understand what our customers' want and need from us and mobilise your team to deliver it with a sense of pride
  • Look at ways to partner with advisers so that we can grow our businesses together through mutually beneficial activities
  • Ensure that all members of your team have excellent working relationships with the advisers and solve problems quickly and efficiently
  • Examine all elements of the quality of your team's work in order to satisfy yourself and others that our standards are being met
  • Provide immediate support using knowledge of processing rules, principles and regulations.
  • Lead by example, achieving deadlines, approach change positively and set personal high standards for yourself and others
  • Listen and understand your team so that their contributions are utilised to make your team's performance / departments performance better.
  • Support new starters
  • Enable your team members to take ownership of their own performance and also that of the team
  • Challenge the way we do things in order to focus improvement in how we manage people, service and performance
  • Reward actions or behaviours that enhance our quality
  • Plan and lead the implementation of change setting clear expectations and timescales.
  • Ensuring that improvements are understood by those that are expected to adopt them and changes in the department are successfully embedded
  • Take responsibility for the engagement and retention of your team finding new and different ways to develop and enrich their roles
  • Manage a your team of Client Service managers in order to meet internal service levels and performance targets
  • Develop your staff so that they can perform all tasks required of their role in a way that is in keeping with our service orientated culture
  • Motivate your team through challenges, feedback, reward and recognition in order to enhance performance
  • Manage day to day performance in order to achieve workloads within same day timescales to a high standard of accuracy
  • Manage people's expectations of their performance and development in order to help team members take responsibility to own their development and career progression
  • Develop a collaborative and cohesive team with common goals.
  • Manage tasks, deadlines and accuracy levels throughout your team and the department
  • Own and continuously improve an operational process/procedure in order to deliver reliable and scalable performance, manage our risks and make driving consistency easier

The Successful Applicant

Client Services Manager will have;

  • Detailed knowledge and understanding of ISAs and Pensions
  • Detailed knowledge and understanding of Unit Trusts, OIECs, ETFs and equities
  • Financial Services Qualification (IOC, CFP)
  • Knowledge of Onshore and Offshore Bonds
  • Knowledge of structured products, fixed interest products and Investment Trusts
  • Minimum of 5 years financial services experience
  • Minimum of 5 years experience in client facing role
  • Minimum of 2 years people management experience
  • Strong intellect and analytical ability
  • Ability to manage workload through delegation
  • Ability to work under pressure and meet tight deadlines
  • Strong interpersonal and communication skills.
  • Ability to support personal development through training and coaching
  • Conscientious and good attention to detail

What's on Offer

Competitive salary and excellent bonus and benefits.