Client Services Manager - Private Clients
City of London
Permanent
Accountancy & Finance
Investment Management
£30,000.00 - £33,000.00Year
Job Advertisement: Client Services Manager - Private Clients
Are you ready to take your career to the next level with a dynamic financial institution? We are on the lookout for a dedicated Client Service Manager (CSM) to join our vibrant Portfolio Management Team in London. If you're passionate about delivering exceptional service and thrive in a fast-paced environment, this could be the perfect opportunity for you.
About Us:
Our client is committed to a fundamentally different philosophy in wealth management, always striving to go above and beyond for our valued clients. As a Client Service Manager, you will play a pivotal role in ensuring top-notch service delivery and supporting the operational efficiency of the Portfolio Management Team.
What You'll Do:
As a Client Service Manager, you will be the heartbeat of client relations. Your responsibilities will include:
- Client On boarding: Play a key role in the on boarding process, ensuring a smooth transition for new clients.
- Documentation: Ensure client documentation is meticulously prepared, completed, scanned, and filed.
- Valuations: Run quarterly valuations for clients, keeping them informed of their portfolio performance.
- Compliance Liaison: Work with Compliance to guarantee all actions align with guidelines and regulations.
- Data Management: Collaborate with the Client Administration team to maintain accurate client data.
- Client Communication: Liaise with clients and intermediaries for instructions on portfolios regarding third-party payments and fund receipts.
- Operational Support: Facilitate smooth transitions for new clients by coordinating with the Operations Department.
- Payment Instructions: Instruct payments on behalf of clients after verification checks.
Additional Responsibilities:
- Assist Portfolio Managers with diary management, travel arrangements, and expense claims.
- Handle client correspondence, including quarterly valuations.
- Address client queries via phone and ensure all messages are recorded accurately.
What We're Looking For:
To excel in this role, you will need:
- A minimum of 3 A' Levels (Grades A-C).
- Exceptional communication skills-both written and verbal.
- Strong organisational skills with a keen attention to detail.
- Proficiency in IT (MS Office).
- The ability to work effectively under pressure and meet deadlines.
What's in It for You?
- Competitive annual salary ranging from £30,000 to £33,000.
- Permanent contract with growth opportunities in a thriving financial institution.
- A supportive and enthusiastic work environment where your contributions are valued.
If you're ready to embrace this exciting opportunity and help us deliver excellence in client service, we want to hear from you. Join us in shaping the future of wealth management and providing unparalleled support to our private clients.
Apply Today.
Don't miss out on the chance to be a part of our dedicated team. Send us your application and let's start this journey together.
LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support yo
Client Services Manager - Private Clients
LHH
6 days ago
£30,000.00 - £33,000.00Year
Permanent
Accountancy & Finance
Investment Management
City of London
Job Advertisement: Client Services Manager - Private Clients
Are you ready to take your career to the next level with a dynamic financial institution? We are on the lookout for a dedicated Client Service Manager (CSM) to join our vibrant Portfolio Management Team in London. If you're passionate about delivering exceptional service and thrive in a fast-paced environment, this could be the perfect opportunity for you.
About Us:
Our client is committed to a fundamentally different philosophy in wealth management, always striving to go above and beyond for our valued clients. As a Client Service Manager, you will play a pivotal role in ensuring top-notch service delivery and supporting the operational efficiency of the Portfolio Management Team.
What You'll Do:
As a Client Service Manager, you will be the heartbeat of client relations. Your responsibilities will include:
- Client On boarding: Play a key role in the on boarding process, ensuring a smooth transition for new clients.
- Documentation: Ensure client documentation is meticulously prepared, completed, scanned, and filed.
- Valuations: Run quarterly valuations for clients, keeping them informed of their portfolio performance.
- Compliance Liaison: Work with Compliance to guarantee all actions align with guidelines and regulations.
- Data Management: Collaborate with the Client Administration team to maintain accurate client data.
- Client Communication: Liaise with clients and intermediaries for instructions on portfolios regarding third-party payments and fund receipts.
- Operational Support: Facilitate smooth transitions for new clients by coordinating with the Operations Department.
- Payment Instructions: Instruct payments on behalf of clients after verification checks.
Additional Responsibilities:
- Assist Portfolio Managers with diary management, travel arrangements, and expense claims.
- Handle client correspondence, including quarterly valuations.
- Address client queries via phone and ensure all messages are recorded accurately.
What We're Looking For:
To excel in this role, you will need:
- A minimum of 3 A' Levels (Grades A-C).
- Exceptional communication skills-both written and verbal.
- Strong organisational skills with a keen attention to detail.
- Proficiency in IT (MS Office).
- The ability to work effectively under pressure and meet deadlines.
What's in It for You?
- Competitive annual salary ranging from £30,000 to £33,000.
- Permanent contract with growth opportunities in a thriving financial institution.
- A supportive and enthusiastic work environment where your contributions are valued.
If you're ready to embrace this exciting opportunity and help us deliver excellence in client service, we want to hear from you. Join us in shaping the future of wealth management and providing unparalleled support to our private clients.
Apply Today.
Don't miss out on the chance to be a part of our dedicated team. Send us your application and let's start this journey together.
LHH is an employment consultancy that believes in talent, not labels. It is important to us that we run inclusive recruitment processes to support candidates of all abilities and encourage applicants of all backgrounds and perspectives to apply. LHH is committed to building an inclusive, supportive environment to enable candidates to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support yo