Client Services Senior Manager

Client Services Senior Manager – Wealth Management – City of London – 50k-60k (DoE) + bonusWe are recruiting for a successful wealth management firm who are looking for a Client Services Senior Manager, with relevant experience in the wealth management sector, to oversee the Client Services team of 6.This is a great opportunity to join a small team of individuals who are genuinely lovely!This is a newly created, hands-on role managing the day-to-day back-office operations and leading the Client Services team, helping to ensure that the financial advisers are supported to deliver an outstanding client experience.This role doesn’t require ‘office management’ in the facilities sense, as the team are based in stunning serviced offices. This role is all about operational and strategic management – leading the CS team, providing advice, identifying and implementing improvements and ensuring maximum operational efficiency and success.We’re looking for someone with a strong understanding of wealth management operations and financial services, relevant financial qualifications and a growth and development mindset. Continuous professional development, both individually and as a team, is encouraged by our client, and they will support individuals looking to undertake further finance qualifications.This is an opportunity to build and shape the operational backbone of a growing wealth firm, develop a talented team and play a key part in the next stage of the company’s journey, so this role will suit individuals who enjoy leading people, improving systems and making a real impact.What’s on offer:Competitive salary (50k-60k, dependent on experience)Discretionary bonus schemeAnnual salary reviewPension schemeBenefits packageHybrid working (4 days in the office/week)25 days annual leave + BH1 day community volunteeringA great work environment where you are genuinely support to further your careerStandard hours of 9.30am-5.30pmWhat we’re looking for:Previous relevant experience in wealth management / financial planning servicesStrong understanding of wealth management, client services and/or paraplanning support functions including the advice process and regulatory requirementsRelevant financial qualifications are highly advantageous, together with a commitment to continuous personal developmentOps Manager / Practice management / line manager / supervisory experienceExperienced in managing KPIs and undertaking performance reviewsExperience of administrative management practices and proceduresIT literateConfident communication skillsFluent English (spoken and written)Key responsibilities as the Client Services Senior Manager will include:Leading and managing the Client Services teamOverseeing workflow management and operational processesEnsuring efficient business submissions and excellent client communicationSupporting advisors and providing high-quality operational supportLeading, developing and mentoring a small teamIdentifying and implementing improvements (CRM systems, workflow tools, MS Teams, SharePoint and emerging AI tools)And more.Interested in this Wealth Management Client Services Management role?If you’re looking for a new Practice Manager role within a growing financial services organisation and have the skills and experience we’re looking for, then don’t delay – submit your CV NOW, quoting ‘AE- Client Services Senior Manager – Wealth Management’Follow us on LinkedIn.

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