Client Service Manager - Wealth Management

The Client

Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions.

The Role

Our client has a unique and exciting opportunity to join the team as a Client Services Manager.

As a Client Services Manager, you'll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create the exceptional customer experience, whilst managing a sub-team of 6-7 people.

It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping their future.

Responsibilities

• Managing a team of 6-7 Operations Associates


• Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve


• Untangle complex operational problems and come up with practical solutions


• Driving the team to consistently achieve its daily, weekly & monthly targets


• Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing recommendations)


• Act as a trusted point of contact for questions relating to operational processes


• Ensuring we are compliant with key regulatory requirements


• Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration