Advisor Services Manager - Client Services

Michael Page; City Of London; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Bonus

Job summary

Michael Page in London is seeking an experienced Adviser Services Manager to lead a high-performing client servicing team. The role combines people leadership, operational oversight and continuous improvement in a customer-focused FinTech/financial services setting.

You will own day-to-day operations, ensuring high service standards, efficient workflows and scalable processes to support growth. The position offers hybrid working in London and potential for career progression.

Qualifications

• Leadership experience within client services or operations in financial services.
• Strong coaching and performance management capabilities.
• Experience managing service delivery, quality control and operational risk.
• Proven track record of improving processes and customer outcomes.
• Excellent communication and stakeholder management skills.
• Experience in financial services, wealth management, FinTech or regulated environments.

Responsibilities

• Lead, coach and develop a client service team.
• Manage service levels, workflows, resource planning and priorities.
• Drive quality assurance, process improvement and risk management initiatives.
• Monitor performance metrics and implement improvements where required.
• Manage escalations, complaints and higher-risk cases.
• Build strong relationships with stakeholders across the business.
• Support recruitment, onboarding and succession planning as the team grows.
• Help develop a scalable and efficient operating model to support growth.

Skills

Leadership experience

Coaching

Performance management

Communication skills

Stakeholder management

Job description

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.

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.

• 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.