Client Services Manager - Boutique Wealth Management Business

28 May 20242024-05-28
York, North Yorkshire & North East

A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportunity for professional growth, competitive compensation and a dynamic work environment. If you are passionate about delivering exceptional client service and possess the required skills, we invite you to apply for this exciting opportunity.


Key Responsibilities:

  • Maintain and nurture client relationships, ensuring high customer satisfaction.
  • Address client inquiries and resolve issues promptly.
  • Track client interactions and manage account details.
  • Oversee workflow and project management.
  • Supervise outsourced paraplanners and manage reports.


About You:

  • Experience in retail financial services with an Independent Financial Adviser (IFA).
  • Chartered Financial Planner status preferred but not essential.
  • Strong project and workflow management skills.
  • Proactive with excellent attention to detail.
  • Ability to update control sheets and meet compliance requirements.
  • Skilled in analysing reports and quality checking.
  • Excellent technical, communication and client management skills.
  • Able to work from head office near York or be based remotely.