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Client Services Manager - Financial Services

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  • Ref: JH1011

The Client:

My client is a Wealth Management firm of financial planners, with an exceptional reputation in providing quality financial advice for HNW clients across the South West.

Client Services Manager - Financial Services responsibilities include...

The Opportunity

A fantastic opportunity has arisen for an experienced Client Services Manager to join a growing Financial Services & Wealth Management firm based in Somerset.

You will play a key role in supporting the client service function and will help us to develop an existing portfolio of clients and building opportunities to gain new clients and professional relationships.

The client services manager is seen as an crucial part of the financial planning process, and the successful candidate will have vital importance in ensuring the firms existing client base receives the best possible service. While managing small team of 5 staff.

Client Services Manager - Financial Services requirements include...

What’s needed for me to be considered?

Previous experience within IFA practices is preferred or wider FS business that interacts with the FCA.

Ability to build strong and beneficial relationships with colleagues, clients and third party suppliers to the business.

Experience with wrap platforms and back office systems. Effective communication, both written and verbal

Have a professional, proactive and positive attitude.

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