Client Service Manager

Client Service Manager London / Hybrid (3 days a week in office) 55k - 75k per annum + benefits Are you an experienced Client Service professional within financial planning, ready to take the lead in delivering an exceptional client experience? This is your opportunity to step into a pivotal role where your expertise, leadership, and client-first mindset will truly make an impact. You''ll be the driving force behind outstanding client relationships, ensuring seamless service delivery while supporting Financial Planners and mentoring a high-performing team. If you thrive in a fast-paced, client-centric environment and want to elevate your career, this is a role you won''t want to miss. What you''ll be doingActing as the primary point of contact for clients, building strong, lasting relationships and ensuring all queries are handled promptly and professionally Overseeing end-to-end client service delivery, including preparation and coordination of reports, financial statements, and key documentation Supporting Financial Planners with client meeting preparation, scheduling, logistics, and implementation of financial plans Maintaining accurate client records, improving processes, and ensuring compliance with regulatory standards and internal policies Leading, mentoring, and developing client service administrators, fostering a collaborative, high-performing, and client-focused team culture What you''ll bring5+ years'' experience in client service management within ..... full job details .....