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    Client Service Manager - Bath, United Kingdom - mbf

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    Job Description

    Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion. Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being. As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.

    • Position: Client Service Manager
    • Location: Bath - Hybrid working - requirement to travel to other offices when needed
    • Reporting to: Head of Client Services

    Responsibilities: As the Client Service Manager, you will play a pivotal role in leading and managing a team of approximately 10 staff members, including 2 team leaders. Your responsibilities will include:

    • Directly reporting to the Head of Client Services and collaborating closely with other department heads to ensure seamless operations.
    • Overseeing the day-to-day activities of the client services team, ensuring exceptional service delivery and client satisfaction.
    • Providing leadership, guidance, and mentorship to team members to foster a culture of continuous improvement and professional development.
    • Developing and implementing strategies to optimise team performance, efficiency, and effectiveness.
    • Identifying and addressing client service issues in a timely and proactive manner, ensuring resolution and client retention.
    • Monitoring key performance indicators (KPIs) and metrics to track team performance and identify areas for improvement.
    • Contributing to the development and enhancement of client service processes, policies, and procedures.
    • Work closely with Group Compliance to ensure FCA guidance is followed and outcomes are fully compliant with FCA regulations.

    Requirements:

    • Previous experience working in a similar role as a Manager or Operations Manager within the financial services industry.
    • Proven leadership experience, with the ability to lead, motivate, and develop teams effectively.
    • Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients, colleagues, and stakeholders.
    • Excellent problem-solving skills, with the ability to analyse situations, identify solutions, and implement effective resolutions.
    • Sound knowledge of financial services as a whole.
    • Demonstrated ability to thrive in a fast-paced, dynamic environment, with a passion for driving results and achieving goals.
    • Commitment to upholding the highest standards of integrity, professionalism, and ethical conduct.

    Why Apply:

    • Opportunity to join a rapidly growing company at an exciting stage of expansion.
    • Competitive salary and benefits package, including bonuses and opportunities for career advancement.
    • Dynamic and collaborative work environment, where innovation and creativity are encouraged and valued.
    • Supportive leadership team committed to your success and professional development.
    • Opportunity to make a meaningful impact and contribute to the financial well-being of clients.

    If you are a driven and experienced Client Service Manager looking to take the next step in your career and join a growing company with numerous opportunities for advancement, we want to hear from you



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