Client Services Manager

New Yesterday

Client Services Manager An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. This position is based from our Cardiff office. The purpose of this role is to oversee, and line manage a team of supervisors to ensure the delivery of high-quality support services to our Financial Advisers. Act as an escalation point for questions and queries across the team. As our Client Services Manager, you will typically: Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes Work closely with all Supervisors to achieve departmental goals Hold regular 1:1's with Financial Advisers to ensure the support they have meets their expectations Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time Drive continuous process improvements highlight any process change recommendations to the relevant stakeholders for review Track KPIs for ...
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Location:
Cardiff
Salary:
not provided
Job Type:
FullTime
Category:
Customer Service & Support

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