Advisor Services Manager - Client Services

This is an excellent opportunity for an established team leader who enjoys combining people management, operational oversight and continuous improvement in a customer-focused environment. Joining during an exciting growth phase, you'll have the opportunity to influence how the function evolves while helping to shape a scalable service model for the future.

Client Details

The organisation operates in the Financial Services industry in London. They are a specialist Fintech business.

Description

Advisor Services Manager - Client Services

London | Hybrid Working | Financial Services / FinTech

A fast-growing and innovative financial services business is seeking an experienced Adviser Services Manager to lead and develop a high-performing client servicing team.

• This is an excellent opportunity for an established team leader who enjoys combining people management, operational oversight and continuous improvement in a customer-focused environment. Joining during an exciting growth phase, you'll have the opportunity to influence how the function evolves while helping to shape a scalable service model for the future.

The Role

Reporting into senior management, you will take ownership of the day-to-day operation of the Adviser Services function, ensuring high standards of service, quality and operational performance.

Key responsibilities will include:

• Leading, coaching and developing a client service team.
• Managing service levels, workflows, resource planning and operational priorities.
• Driving quality assurance, process improvement and risk management initiatives.
• Monitoring performance metrics and implementing improvements where required.
• Managing escalations, complaints and higher-risk cases.
• Building strong relationships with stakeholders across the wider business.
• Supporting recruitment, onboarding and succession planning as the team grows.
• Helping to develop a scalable and efficient operating model that can support future business growth.

Profile

About You, Advisor Services Manager - Client Services

We are keen to hear from candidates who can demonstrate:

• Previous leadership experience within a client services, operations or similar financial services customer focussed environment.
• Strong coaching, mentoring and performance management capabilities demonstrated on the CV
• Experience managing service delivery, quality control and operational risk.
• A track record of improving processes, controls or customer outcomes.
• Excellent communication and stakeholder management skills.
• Experience within financial services, wealth management, FinTech, platforms, adviser services or another regulated environment.

Job Offer

• Permanent Advisor Services Manager - Client Services position based in London.
• Salary of £50000 to £80000, dependent on the level of experience. Bonus
• Opportunity to join a growing and ambitious organisation.
• A highly visible leadership role with genuine scope to influence and improve operations.
• Collaborative and supportive culture.
• Hybrid working environment with a strong emphasis on team collaboration and development.
• Excellent long-term career progression prospects.

If you're interested in this role, apply now!