They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
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.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
Posted by Capital Law Limited • £60K/yr to £75K/yr
General
Permanent - Full Time
Are we the business for you
Capital is a growing business; we are a commercial law firm and a consultancy business with offices in London, Cardiff and Paris.
Working with clients across the UK and around the world, we have developed a distinctive organisation, providing the highest quality services across the private, public, and third sectors.
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.
The company delivers data, news and analytics through innovative technology and provides real time financial information to more than 325,000 subscribers globally./font/pfont size3br/fontpfont size3In a career at Bloomberg, you will play a vital role in making it all happen.
A global financial information and news leader that provides influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas.
You will be joining a team of solution-finders, with a real passion for providing superb customer service in a fast-paced environment.
Posted by NELSON SCOTT RECRUITMENT SERVICES • £60K/yr to £75K/yr
As part of the team, you will have the opportunity to work in a fast-paced, collaborative environment where you will be able to utilise your skills and expertise to help deliver amazing outcomes for our clients, by placing first line risk, compliance and adviser oversight at the heart of the clients journey with us, whether through Select or Premier.
This Independent Wealth Manager requiries an experienced, organised, and knowledgeable FLOD Compliance Manager to join the Financial Planning Leadership Team to build and deliver oversight of our Financial Advisers within the Financial Planning division").
The role will report to the Managing Director of FP, but it is expected that the individual will work very closely with the Regional Directors, FP Training Manager and Director of Wealth Operations.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Today, Risk Implementations handle multi-asset risk products, which include MARS Front Office Risk, Market Risk, Credit Risk, Counterparty Risk, Hedge accounting and Collateral management.
For Multi-Asset Risk System (MARS) and Portfolio Risk Analytics (PORT) products, we partner with Sales and Account Management throughout the sales process to guarantee the solution is a fit for our client's needs.
The Risk Implementation Team provides our clients outstanding service in scoping, deployment, and integration of our solutions within the framework of their existing businesses.