Branch Operations & Client Services Manager

Raymond James UK; Southampton; On-site; GBP 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Job summary

Raymond James UK seeks an experienced Office Manager to join the Southampton office, ensuring efficient operations and regulatory compliance. You will oversee facilities, governance, and client administration support, while leading Investment Managers' Assistants and promoting best practices across the branch.

You will partner with the Branch Manager to deliver exceptional client service, manage risk, and drive process improvements and projects that enhance the client experience and operational

Qualifications

• GCSEs including Maths and English or equivalent.
• A-Levels or further education qualifications desirable.
• Investment Operations Certificate (IOC) Level 3 advantageous.
• Experience in wealth management, investment management, financial services, or office management.
• Knowledge of AML/KYC processes and regulatory requirements beneficial.

Responsibilities

• Oversee day-to-day operations of the Southampton office.
• Manage facilities, supplies, and vendor relationships.
• Support business continuity and health & safety compliance.
• Coordinate branch governance, risk assessments, and logs.
• Provide client administration support to Investment Managers.
• Lead and develop Investment Managers' Assistants.
• Drive process improvements and branch projects.
• Produce monthly branch reports and metrics.

Skills

Office management

Governance

Team leadership

Regulatory compliance

Client service

Education

GCSEs incl Maths & English

A-Levels or equivalent

IOC Level 3 (advantageous)

Job description

Raymond James UK seeks an experienced Office Manager to join the Southampton office, ensuring efficient operations and regulatory compliance. You will oversee facilities, governance, and client administration support, while leading Investment Managers' Assistants and promoting best practices across the branch.

You will partner with the Branch Manager to deliver exceptional client service, manage risk, and drive process improvements and projects that enhance the client experience and operational