At a Glance
- Tasks: Lead a team to deliver exceptional client services and manage client funds.
- Company: Established Financial Advisory firm with a loyal client base.
- Benefits: Competitive salary, hybrid working, and comprehensive company benefits.
- Other info: 15-month fixed term contract with excellent career development opportunities.
- Why this job: Make a direct impact in a key role within a successful business.
- Qualifications: Experience in client services or operations within financial services.
The predicted salary is between 55000 - 65000 £ per year.
Are you a Client Services Manager or similar from a Financial Services background looking for an exciting and specialist, Fixed Term role offering full autonomy to lead a team essential to business function within a well-established Financial Advisory firm? This well-established Advisory Firm has seen ongoing stability since their establishment whilst building a loyal client base of primarily Private Clients. Due to an ever-increasing workload, they are looking to welcome an additional member to their collaborative team on a Fixed Term basis.
This is an autonomous role where you will be the go-to specialist responsible for overseeing a team of 15 who oversee all client services and manage a large pool of client funds. You will be involved with operations and furthering existing client relationships as well as undertaking strategy-focused work both day-to-day and within weekly senior leadership meetings.
This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business.
The Role:
- Manage operations team of 19 responsible for delivering a range of client services
- Further develop existing client relationships
- Assist with strategy planning and allocation of funds
- Attend weekly Senior Leadership Team meetings
- 15 months Fixed Term Contract - Maternity cover with handover period before and after
- Hybrid role - 3x p/week (after probation)
The Person:
- Head of Client Servicing / Operations
- Financial Services background
- Looking for a Fixed Term role
- Commutable to Rochester
We are an equal opportunities employer and welcome applications from all suitable candidates.
Senior Client Services Manager (Investment Firm / Fixed Term Contract). Job in Rochester LilyLi[...] employer: United Cerebral Palsy of Georgia
Join a well-established Financial Advisory firm in Rochester as a Senior Client Services Manager, where you will enjoy a hybrid working model and the autonomy to lead a dedicated team. With a strong focus on employee growth and collaboration, this role offers a unique opportunity to make a significant impact within a supportive work culture that values your expertise and contributions. Benefit from competitive remuneration and a fixed-term contract that allows for professional development while being part of a stable and respected organisation.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Services Manager (Investment Firm / Fixed Term Contract). Job in Rochester LilyLi[...]
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your leadership skills and client relationship expertise.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Senior Client Services Manager (Investment Firm / Fixed Term Contract). Job in Rochester LilyLi[...]
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Services Manager role. Highlight your experience in financial services and any leadership roles you've held. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've successfully managed teams and client relationships in the past. We love a good story!
Showcase Your Team Leadership Skills:Since this role involves managing a team, make sure to emphasise your leadership experience. Talk about how you've motivated teams and improved client services in previous positions. We’re all about collaboration here at StudySmarter!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of the financial services sector, especially around client management and investment strategies. Being able to discuss industry trends and how they impact client relationships will show that you're not just a fit for the role, but also passionate about the field.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of your leadership experience. Think about times when you've successfully led a team or improved processes. Highlighting your ability to motivate and guide others will resonate well with the interviewers.
✨Prepare Questions About the Company
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s culture, their approach to client servicing, and how they measure success. This shows that you're genuinely interested in the company and eager to contribute to its goals.
✨Practice Your Strategy Discussion
Given that you'll be involved in strategy planning, it’s crucial to articulate your thoughts on fund allocation and client relationship management. Prepare to discuss your strategic thinking process and how you would approach these tasks in the role. This will demonstrate your readiness to take on the responsibilities outlined in the job description.
