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Client Service Manager

  • Bath
  • Permanent
  • £45,000 to £55,000 + Bonus & Benefits

Job details.

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.


  • 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!


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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