Advisor Services Manager - Client Services

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

Benefits offered by this job

Hybrid working

Career progression

Collaborative culture

Job summary

Michael Page is seeking an Adviser Services Manager to lead a fast-growing client servicing team in London. The role focuses on combining people management with operational oversight in a customer-centric fintech environment.

The ideal candidate will drive service quality, manage performance metrics and help shape a scalable operating model to support growth in a hybrid London setting.

Qualifications

• Leadership experience in a client services or financial services environment.
• Strong coaching and performance management capabilities.
• Experience managing service delivery, quality control and operational risk.
• Track record of improving processes and customer outcomes.
• Excellent communication and stakeholder management skills.

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.
• Monitor performance metrics and implement improvements.
• Handle escalations, complaints and higher-risk cases.
• Build relationships with stakeholders across the business.
• Support recruitment, onboarding and succession planning as the team grows.
• Help develop a scalable, efficient operating model for growth.

Skills

Leadership experience

Coaching

Performance management

Stakeholder management

Job description

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.

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.

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.

Key responsibilities will include:

• 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.