Client Liaison Manager/Office Manager

kingswood-group.com; Rayleigh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading firm in wealth management seeks an experienced Client Liaison Manager/Office Manager for their Rayleigh office. This role emphasizes team leadership, client service, and the efficient operation of financial service processes within a dynamic environment.

Benefits

25 days annual leave

Birthday leave

Cycle to work scheme

Life assurance

Private healthcare

Volunteering days

Enhanced maternity/paternity pay

Qualifications

• Proven track record of excellent customer service within a Financial Services operational environment.
• Strong client focus and people management skills.
• Can-do attitude and problem-solving abilities.

Responsibilities

• Lead and supervise Client Liaison Administrators, ensuring operational efficiency.
• Assist in creating client financial reports and maintain oversight of Training Plans.
• Act as a point of contact for clients in the Wealth Planner’s absence.

Skills

Customer service

People management

Problem-solving

Adaptability

Job description

We are seeking a dedicated and experienced Client Liaison Manager/Office Manager to join our team on a full-time, permanent basis at our flagship office in Rayleigh. This location has recently moved into a brand-new, state-of-the-art facility situated on Rayleigh High Street.

In this role, you will support a team of Finance Administrators while assisting the North Client Liaison Manager with day-to-day operational responsibilities. As a Client Liaison Manager, you will be responsible for training, coaching, and mentoring your team, monitoring their performance, and providing ongoing feedback.

Please note, this role will be based in Rayleigh and regular travel to other site locations where necessary.

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

What you’ll do as a Client Liaison Manager:

1. Lead, supervise and motivate a team of Client Liaison Administrators by setting clear goals and support the daily operations including monitoring performance.
2. Meet and greet clients and other visitors to the office
3. Assist advisers in creating client financial reports and letters, including compilation of annual review packs, production of valuations and client investment reports, ensuring accuracy and timeliness.
4. Maintain oversight of Individual Training Plans, MI, analyze trends, and make recommendations for improvements.
5. Support continuous improvement initiatives to enhance customer service, quality, and efficiency.
6. Maximize operational efficiency and monitor the quality of client interaction and business processing, escalating issues as needed.
7. Manage staff holidays and office cover.
8. Review QA results proactively, ensuring follow-up and corrective actions are timely.
9. Support training and development to empower colleagues and promote a first-time right approach.
10. Ensure client and colleague records are up-to-date and all documents are properly stored.
11. Act as a point of contact for clients in the Wealth Planner’s absence, handle queries, and book meetings.
12. Contribute to project work, providing expertise and leadership.
13. Foster a positive team culture, recognize achievements, and lead client event coordination.

This list is not exhaustive; additional tasks may be assigned as reasonably requested by the line manager.

What we’re looking for:

1. Proven track record of excellent customer service within a Financial Services operational environment.
2. Strong client focus and people management skills.
3. Can-do attitude and problem-solving abilities.
4. Ability to adapt to challenges, meet deadlines, and achieve SLAs.

We are committed to diversity and inclusion, fostering an inclusive culture where everyone can thrive. We offer various benefits, including 25 days annual leave, birthday leave, cycle to work scheme, life assurance, private healthcare, volunteering days, and enhanced maternity/paternity pay.

ONE KINGSWOOD

Our values include support and empowerment, respect, continuous evolution, inclusivity, and responsibility. We expect all employees to embody these behaviors to support our unified culture.