Client Services Manager

Career Choices Dewis Gyrfa Ltd; Bristol; On-site; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Quarterly commission

25 days + bank holidays

Health cash plan

Pension 5% matching

Life assurance

Job summary

GET STAFFED ONLINE RECRUITMENT LIMITED in Bristol is seeking a Client Services Manager for a permanent role with hybrid working (3–4 days in office). The role focuses on managing Management Information (MI), improving conversion, and guiding Client Services and Probate teams to provide compassionate, expert support.

You will lead daily lead management, collaborate across departments, and drive continuous improvement while delivering a competitive package and benefits from day one.

Qualifications

• Experience in a sales environment within the Legal / Professional Services.
• Demonstrable experience in people management, including key HR processes such as recruitment, appraisals, capability, conduct, and absence management.
• Proven experience in coaching and mentoring, with a strong track record of developing talent.

Responsibilities

• Manage, analyse and utilise Management Information (MI), identifying trends, and implement improvements that enhance conversion rates and support SOI targets.
• Act as a referral point for all Client Services and Probate Consultants, providing guidance, ensuring training is in place, and monitoring competency to enhance lead conversion, objection handling, and overall effectiveness.
• Oversee daily lead management, ensuring that all opportunities are maximised to drive conversion rates and business growth.
• Collaborating across teams to ensure a seamless client experience.
• Contributing to continuous improvement and innovation in how they work.

Skills

Sales experience

People management

Coaching & mentoring

HR processes

Strong communicator

Job description

Client Services Manager

Contract Type: Permanent

Salary: £50,000 – £60,000

Start Date: ASAP

Location: Central Bristol / Hybrid (3 / 4 days in office)

About Our Client

Our client occupies a unique, privileged position. They are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.

Our Client’s Purpose

To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.

What you’ll be doing:

• Manage, analyse and utilise Management Information (MI), identifying trends, and implement improvements that enhance conversion rates and support the company’s Statement of Intent (SOI) targets.
• Act as a referral point for all Client Services and Probate Consultants, providing guidance, ensuring appropriate training is in place, and monitoring competency to enhance lead conversion, objection handling, and overall effectiveness.
• Oversee daily lead management, ensuring that all opportunities are maximised to drive conversion rates and business growth.
• Collaborating across teams to ensure a seamless client experience.
• Contributing to continuous improvement and innovation in how they work.

What They’re Looking For

Qualifications are desirable but not essential. They are looking for individuals with some of the following experience:

• Experience in a sales environment within the Legal / Professional Services.
• Demonstrable experience in people management, including key HR processes such as recruitment, appraisals, capability, conduct, and absence management.
• Proven experience in coaching and mentoring, with a strong track record of developing talent.

The type of person you’ll be:

• A Strong communicator – clear, empathetic, and confident.
• A proactive, solutions‑focused individual.
• Ability to work independently and as part of a collaborative team.
• Experience in probate, legal services, or estate administration.
• A passion for making a difference in people’s lives.

What Our Client Can Offer You

They believe in rewarding great work. For this role they offer the following benefits from day one:

• £50,000 – £60,000 per annum
• Quarterly Commission scheme
• 25 days plus bank holidays, increasing annually to 30
• Health Cash Plan – Cash back for Dental, optical, and other treatments
• Employee discounts across a range of products and services
• Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy
• Company pension scheme – matching up to 5%
• Income protection insurance
• Life assurance policy
• Enhanced family leave (upon completion of probation)
• Cycle to work scheme
• Employee Assistance Programme

Why join our client:

• A supportive, people‑first culture.
• Opportunities for growth and development.
• A chance to make a real impact during life’s most challenging times.
• Hybrid and flexible working options to suit your needs.

Where you’ll be working:

• Our client’s office based at Spectrum House, Bond Street Bristol BS1 3LG / Hybrid – Office Attendance 3 – 4 days per week.

Hiring Process – What to Expect

They like to keep things clear and straightforward. Here’s what you can expect:

• Application review – They review applications on a rolling basis and will contact you when shortlisted.
• Initial chat – A short call to get to know you better. There will be some element of competency here, but they aim for it to be more conversational (30mins).
• Interview – This is your competency‑based interview with the hiring manager(s) (up to 60mins or up to 90mins with task).
• Task (if applicable) – A chance to show them how you think, this may be part of the interview or done before/after depending on the role.
• Final Stage (if applicable) – Meet more of the team and ask any final questions.
• Feedback – They will contact you following your interview, typically within 1 week.
• Support – They want everyone to feel comfortable and confident throughout their hiring process. If you have a medical condition or need any adjustments, whether that’s for an interview or any part of the process, please let them know. They are happy to have a conversation about how they can best support you.

Ready to Apply?

If our client sounds like the kind of place where you’d thrive, they would love to hear from you. Apply now and help them shape the future of estate administration.

Equality, Diversity and Inclusion

Our client is committed to creating a workplace where everyone feels welcome, respected, and able to thrive. They believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience – nothing else.

They are proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything they do.

By applying for this role, you’re sharing your information with our client. They take your privacy seriously. To understand how they handle your data, please read their Privacy Policy, available on their website.