Client Services Lead – Pensions & Automation

Vanguard; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading investment firm is looking for a Client Services Manager based in Manchester. This role requires extensive experience in Self-Invested Personal Pensions, leadership capabilities, and hands-on management of a client service team. You will be responsible for driving process optimization, ensuring compliance, and collaborating with technology and data teams. If you have a proven background in pension transfers and a passion for client success, apply now to make an impact in an inclusive environment.

Qualifications

• Extensive experience in managing client services and pension-related operations.
• Strong leadership abilities to develop and support team performance.
• In-depth knowledge of financial products and compliance standards.

Responsibilities

• Lead and develop a high-performing client service team.
• Act as the primary escalation point for complex client queries.
• Collaborate with internal teams to enhance CRM and ensure compliance.
• Monitor KPIs and implement corrective actions as needed.
• Represent Client Services in strategic forums and cross-functional projects.

Skills

Extensive experience in Self-Invested Personal Pensions (SIPPs)

Proven background in pension transfers

Broad pensions knowledge across SIPPs, personal pensions, and workplace schemes

Solid financial services experience

Demonstrated leadership capability

Hands-on people management experience

Job description

A leading investment firm is looking for a Client Services Manager based in Manchester. This role requires extensive experience in Self-Invested Personal Pensions, leadership capabilities, and hands-on management of a client service team. You will be responsible for driving process optimization, ensuring compliance, and collaborating with technology and data teams. If you have a proven background in pension transfers and a passion for client success, apply now to make an impact in an inclusive environment.