We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
In order to continue providing excellent service to their clients, we are seeking a Client Services Manager to join an existing team.
In this key role, you will act as the primary point of contact, ensuring that client needs are met, investment portfolios are monitored, and service levels are maintained to the highest standard.
Fram Search is working with a leading boutique asset management firm, specializing in delivering tailored investment solutions to institutional clients.
They have a genuine focus on providing an honest and ethical service to their clients and focus on the High Net Worth / Mass Affluent Market.
Our client is a highly respected Whole of Market Mortgage & Protection brokerage headquartered in London.
They have been successfully leading the market for over 25 years and continue to support employees in reaching their long term career and personal objectives.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
Posted by TalentTrade Recruitment Limited • £75K/yr to £80K/yr
Alternative Titles: Applications Manager / Business Applications Manager / Business Applications and Digital Services Manager / Cloud and Applications Services Lead / Business Readiness Manager
London or Birmingham (1-2 days per week onsite, remote options available)
The service team provides a premium level of customer service and speed of query resolution for Platinum and Tier 1 Corporate Clients of Cash Management and internal stakeholders.