Job Title

The ClientOur client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions.The RoleOur client has a unique and exciting opportunity to join the team as a Client Services Manager.As a Client Services Manager, you'll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create the exceptional customer experience, whilst managing a sub-team of 6-7 people. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping their future.ResponsibilitiesManaging a team of 6-7 Operations AssociatesOwning operational processes; ensuring excellent delivery and constantly looking to innovate and improveUntangle complex operational problems and come up with practical solutionsDriving the team to consistently achieve its daily, weekly & monthly targetsOnboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing recommendations)Act as a trusted point of contact for questions relating to operational processesEnsuring we are compliant with key regulatory requirementsActing as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration