Client Services Manager
Heat Recruitment
Chester
3d ago

The opportunity for an experienced Client Services Manager to join a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status.

The Opportunity

During a period of key expansion, our client is looking for a Client Services Manager to support and oversee a number of client related systems, processes and team members, ensuring an end to end delivery of outstanding support service to clients.

You will line manage the efforts of the Administration teams to ensure that counterparts in Wealth Management are equipped to deliver the firm’s proposition to their clients.

The role is office based and will provide services to identified Financial Planners who are within the office locality but may work remotely.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have

  • Previous experience in a financial services firm
  • Proven experience of developing and managing a highly productive team
  • Excellent interpersonal and organisational skills
  • What next?

    Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

    In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

    Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

    Synonyms : Office Manager, IFA Administration Manager

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