Client Services Manager

Crone Corkill Careers; City Of London; On-site; GBP 30,000 - 32,000; Full time

Job summary

A leading wealth management firm in London is seeking a highly organised Client Service Manager to join their Portfolio Management Team. This role involves delivering exceptional client service, handling onboarding processes, and ensuring adherence to compliance requirements. The ideal candidate thrives in a detail-driven environment and enjoys supporting high-calibre stakeholders. The position offers a competitive salary and excellent benefits.

Benefits

Excellent Benefits

Qualifications

• Highly organised and client-focused individual.
• Experience with client onboarding processes.
• Ability to support high-calibre stakeholders.

Responsibilities

• Deliver exceptional client service to the Portfolio Management Team.
• Handle client onboarding, KYC documentation and paperwork.
• Liaise with Compliance, Client Administration, and Operations.

Skills

Client service skills

Organizational skills

Attention to detail

Job description

Client Service Manager / Team Assistant

Location : London, Pall Mall (Office-based)

Hours : Monday to Friday 8am 4.30pm, Flexibility to work remote on Fridays following probation

Salary : £30k - £32k + Excellent Benefits

Start Date : ASAP

Is this the role for you :

Our client, an independently owned wealth management partnership with a heritage spanning over 200 years, is seeking a highly organised and client-focused Client Service Manager to join their Portfolio Management Team in London.

This is a key role within a respected investment and financial planning group known for its exceptional service, integrity and long-standing client relationships. If you thrive in a professional, detail-driven environment and enjoy supporting high-calibre stakeholders, this position offers an excellent opportunity to grow within a leading wealth management firm.

What you will do :

You will play a key role in delivering exceptional client service and supporting the smooth running of the Portfolio Management Team. This includes handling client onboarding, KYC and suitability documents, maintaining accurate paperwork and meeting materials, running quarterly valuations, and ensuring all verification and regulatory requirements are met. You will liaise with Compliance, Client Administration and Operations to maintai...