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For Companies At a Glance
- Tasks: Lead a team to enhance client experiences and streamline operations in wealth management.
- Company: Innovative firm transforming financial advice with technology.
- Benefits: Competitive salary, career growth, and a chance to shape the future of finance.
- Why this job: Join a pioneering team and make a real impact in the world of wealth management.
- Qualifications: Strong leadership skills and a passion for problem-solving.
- Other info: Dynamic role with opportunities for innovation and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
The Client
Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions.
The Role
Our client has a unique and exciting opportunity to join the team as a Client Services Manager. As a Client Services Manager, you'll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create the exceptional customer experience, whilst managing a sub-team of 6-7 people. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping their future.
Responsibilities
- Managing a team of 6-7 Operations Associates
- Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
- Untangle complex operational problems and come up with practical solutions
- Driving the team to consistently achieve its daily, weekly & monthly targets
- Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing recommendations)
- Act as a trusted point of contact for questions relating to operational processes
- Ensuring we are compliant with key regulatory requirements
- Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Client Service Manager - Wealth Management employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager - Wealth Management
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent developments. Show them you’re not just another candidate; you’re genuinely excited about their mission to transform financial advice!
✨Tip Number 3
Practice your problem-solving skills! Since the role involves untangling complex operational issues, be ready to discuss how you've tackled similar challenges in the past. Use real examples to showcase your experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Client Service Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Service Manager. Highlight your experience in managing teams and improving operational processes, as these are key aspects of the job.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about transforming wealth management. Share specific examples of how you've driven exceptional customer experiences in the past.
Showcase Your Problem-Solving Skills: In your application, don’t shy away from discussing complex operational problems you've untangled before. We love candidates who can think on their feet and come up with practical solutions!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know the Company Inside Out
Before your interview, dive deep into the company's mission and values. Understand how they are transforming wealth management with technology. This will not only show your genuine interest but also help you align your answers with their goals.
✨Showcase Your Leadership Skills
As a Client Services Manager, you'll be managing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any experiences where you’ve driven performance or improved processes.
✨Prepare for Operational Challenges
Expect questions about how you would handle complex operational problems. Think of specific scenarios from your past experience where you untangled issues and implemented practical solutions. This will demonstrate your problem-solving skills.
✨Engage and Collaborate
Since the role involves acting as a culture ambassador, be ready to share ideas on fostering collaboration within a team. Discuss how you’ve previously engaged colleagues and contributed to a positive work environment. This shows you’re not just a manager, but a team player.
