Client Service Manager - Financial Services

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: Gloucester - 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!