Client Service Manager ('CSM')

GAIN Careers; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading investment firm in London is seeking a Client Service Manager to enhance client relationships within their Portfolio Management Team. The role involves managing client onboarding, documentation, and compliance while ensuring the highest standard of service delivery. The ideal candidate will have a minimum of 3 A' Levels and excellent communication skills. This is a permanent, full-time position with opportunities for growth.

Responsibilities

• Playing a key role in client onboarding and suitability processes.
• Ensuring client documentation is prepared, completed and filed correctly.
• Preparing meeting and presentation documents.

Skills

Excellent communication skills (written and verbal)

IT literate (MS Office)

Organised with attention to detail

Ability to work to deadlines

Education

A minimum of 3 A' Levels (Grades A-C)

Job description

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Overview

Client Service Manager ('CSM')

Application Deadline: 10 October 2025

Department: Investment

Employment Type: Permanent - Full Time

Location: London

Description

JH&P office is seeking a Client Service Manager ('CSM') to join our Portfolio Management Team in London. JH&P was founded on a fundamentally different philosophy to other wealth managers, specifically on the principle of being prepared to go beyond, above and beyond. The CSM will play a pivotal role in ensuring the highest standard of service delivery for our clients and in supporting the operational efficiency of our Portfolio Management Team. The Client Service Manager will be responsible for managing client relationships, handling queries, facilitating solutions, and liaising with internal teams to ensure prompt resolution of client issues. The successful candidate will demonstrate a passion for client service and a real interest in financial services.

Key Responsibilities

• Playing a key role in client onboarding, Know Your Customer and suitability processes.
• Ensuring client documentation is correctly prepared, completed, scanned and filed.
• Preparing meeting and presentation documents.
• Running valuations for clients on a quarterly basis.
• Ensuring all client verification is up to date and maintained.
• Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
• Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
• Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
• Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
• Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
• Diary Management, travel arrangements and expense claims.
• Correspondence with clients including quarterly valuations.
• Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

Skills, Knowledge and Expertise

• A minimum of 3 A' Levels (Grades A-C).
• Excellent communication skills (written and verbal).
• Ability to work to deadlines.
• IT literate (MS Office).
• Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.