Client Services Manager

Client Services Manager (Permanent)
Salary: Competitive + discretionary bonus

Are you passionate about providing excellent client communication and ensuring tasks are completed accurately, on time and in line with process? As a Client Services Manager, you’ll be the key support for Financial Planners—helping deliver a smooth, high-quality client experience across every interaction.

Candidate Responsibilities

• Act as the friendly, professional Client Services Manager point of contact for clients and enquiries via phone, email and in person
• Be the first point of contact for incoming calls, meeting and greeting clients and guests, and ensuring the office is prepared (e.g., meeting rooms)
• Coordinate client meetings and actively manage the diary and workload of Financial Planners to keep service running seamlessly
• Prepare client documentation in advance of and after meetings, maintain client files to compliance standards, and manage follow-up action points
• Liaise with clients on administration queries and keep clients informed of progress in line with business process
• Assist in client meetings when required (witnessing) and ensure service components under client agreements are delivered throughout the year
• Complete Anti Money Laundering checks and ensure meeting packs are prepared and updated (including diary amendments)
• Lead the Annual Strategy Meetings (ASMs) process as Client Services Manager: obtain valuations/policy info, create client packs, and send updates 8 weeks prior to meetings
• Support weekly management information reporting and maintain internal professional logs and back-office systems

Benefits

• 24 days annual leave plus 8 bank holidays
• 4 day working week (every Friday off for the whole team)
• Working hours 9am–5pm (30 minutes lunch break)
• Company pension scheme, PMI after 12 months’ service
• Paid training and qualifications, career progression, conferences and events
• Discretionary bonus opportunities plus team events (Away Day, Summer Social, Client & Staff Christmas events)

How to apply
Please contact our consultant [Consultant Name]: [email address] or [phone number] to apply for the Client Services Manager role.