Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios, ensuring excellent support and service.
- Company: Join a top-rated financial services company in Buckinghamshire, known for team development.
- Benefits: Enjoy 28 days holiday, pension, bonuses for exams, and fun team events!
- Why this job: Great opportunity to grow in finance with a supportive team and rewarding culture.
- Qualifications: 5 GCSEs including Maths and English; experience in finance is a plus.
- Other info: Work Monday to Friday, with early finishes on Fridays!
The predicted salary is between 22000 - 39000 £ per year.
Fantastic, long term career opportunity! If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read!
Location: Milton Keynes
Salary: circa £26,000 - £39,000 depending on experience and qualifications
Benefits:
- Pension
- 28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure
- Parking
- Continuous development sponsored and a bonus at exams passed
- Employee recognition awards
- Friday breakfast club
- Fab Festive team events
- And lots more!
Hours: worked Monday to Friday 8.00-5.00pm (normally 4.00pm finish on a Friday to start the weekend)
Overview: The Adviser support team members have responsibility for the ongoing relationship for a portfolio of clients and supporting the financial adviser in looking after these clients' needs, providing excellent, ongoing non-advised service and helping the team and brand maintain a very high client satisfaction and maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times.
Key Duties & Responsibilities:
- Take responsibility for a portfolio of clients, performing tasks such as:
- Creating Annual Review Reports accurately and in a timely manner
- Creating Valuations
- Performing fund switches on client portfolios with absolute accuracy and attention to detail
- Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships
- Sitting on the Financial Adviser client meetings with clients, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes
- Dealing with client queries (via liaison with the financial adviser) in the expected time frame
- Building a strong relationship with clients
- Attending weekly networking events to raise the profile of the business
- Assisting with general office duties required within a small specialist company
Attributes & Skills Required:
- Experience at working within defined business processes and take on responsibility, using common sense and initiative
- Ability to achieve agreed outcomes independently
- Ability to plan your daily/weekly workload, prioritising effectively and efficiently ensuring deadlines are met
- Detailed and accurate is absolutely essential
- Organised, methodical and process driven
- Excellent confidentiality and professionalism at all times
- Proactive and forward thinking
- Work effectively with the team, supporting and assisting when and where required
- Ability to learn and develop
- Well spoken with excellent English communication skills both spoken and written
- Good grammar, spelling and punctuation is a must
- A professional outlook in the way you work and present yourself
- Good IT skills
- Good keyboard skills
- Good notetaking ability
- A solid, stable career history
- Driver to attend networking events and possibly visit other offices in the portfolio
- Minimum of 5 GCSEs passes inc Maths and English (level 6+/C)
- Full rights to work/reside in the UK
- The ability to pass a Financial Services check
Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries, although having the experience of being involved in life events, for example, understanding the house buying process, personal pension, would also be a great advantage to this position.
This is truly a great opportunity for the right person with the right career history, people skills and attributes. If this is you, then please send your CV now for review. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest.
Client Services Manager employer: James Newbury
Contact Detail:
James Newbury Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Familiarise yourself with the financial services sector, especially in areas like investments and mortgages. Understanding industry terminology and processes will help you engage confidently during interviews and networking events.
✨Tip Number 2
Network actively! Attend local finance-related events or workshops to meet professionals in the field. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 3
Prepare to discuss your experience with client relationship management. Think of specific examples where you've successfully built rapport with clients or resolved issues, as this is crucial for the Client Services Manager role.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage your workload and prioritise tasks. Being methodical and detail-oriented is key in this role, so be ready to provide examples of how you've demonstrated these traits in past positions.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, investments, or related sectors. Emphasise your administrative skills and any previous roles that involved client support or relationship management.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific attributes from the job description, such as your attention to detail and ability to build strong client relationships.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, like organisation, communication, and IT proficiency. Provide examples of how you've demonstrated these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for grammar, spelling, and punctuation errors. A polished application reflects professionalism and attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at James Newbury
✨Showcase Your Client Relationship Skills
As a Client Services Manager, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client portfolios in the past, highlighting your communication skills and attention to detail.
✨Demonstrate Your Organisational Skills
The role requires a methodical approach to managing tasks. Be ready to discuss how you prioritise your workload and ensure deadlines are met, perhaps by sharing specific tools or methods you use to stay organised.
✨Prepare for Technical Questions
Given the financial nature of the role, expect questions related to financial services processes. Brush up on relevant terminology and be prepared to explain concepts like fund switches or annual review reports clearly and confidently.
✨Exhibit Proactivity and Initiative
Employers value candidates who can think ahead. Share instances where you've taken the initiative to improve processes or enhance client satisfaction, demonstrating your proactive mindset and problem-solving abilities.
