Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion. Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being. As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.
- Position: Client Service Manager
- Location: Bath - Hybrid working - requirement to travel to other offices when needed
- Reporting to: Head of Client Services
Responsibilities: As the Client Service Manager, you will play a pivotal role in leading and managing a team of approximately 10 staff members, including 2 team leaders. Your responsibilities will include:
- Directly reporting to the Head of Client Services and collaborating closely with other department heads to ensure seamless operations.
- Overseeing the day-to-day activities of the client services team, ensuring exceptional service delivery and client satisfaction.
- Providing leadership, guidance, and mentorship to team members to foster a culture of continuous improvement and professional development.
- Developing and implementing strategies to optimise team performance, efficiency, and effectiveness.
- Identifying and addressing client service issues in a timely and proactive manner, ensuring resolution and client retention.
- Monitoring key performance indicators (KPIs) and metrics to track team performance and identify areas for improvement.
- Contributing to the development and enhancement of client service processes, policies, and procedures.
- Work closely with Group Compliance to ensure FCA guidance is followed and outcomes are fully compliant with FCA regulations.
Requirements:
- Previous experience working in a similar role as a Manager or Operations Manager within the financial services industry.
- Proven leadership experience, with the ability to lead, motivate, and develop teams effectively.
- Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients, colleagues, and stakeholders.
- Excellent problem-solving skills, with the ability to analyse situations, identify solutions, and implement effective resolutions.
- Sound knowledge of financial services as a whole.
- Demonstrated ability to thrive in a fast-paced, dynamic environment, with a passion for driving results and achieving goals.
- Commitment to upholding the highest standards of integrity, professionalism, and ethical conduct.
Why Apply:
- Opportunity to join a rapidly growing company at an exciting stage of expansion.
- Competitive salary and benefits package, including bonuses and opportunities for career advancement.
- Dynamic and collaborative work environment, where innovation and creativity are encouraged and valued.
- Supportive leadership team committed to your success and professional development.
- Opportunity to make a meaningful impact and contribute to the financial well-being of clients.
If you are a driven and experienced Client Service Manager looking to take the next step in your career and join a growing company with numerous opportunities for advancement, we want to hear from you!
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
