Client Services Manager

Crone Corkill; Greater London; On-site; GBP 30,000 - 32,000; Full time

Job summary

A leading wealth management firm in London is seeking a Client Service Manager to support their Portfolio Management Team. This position focuses on delivering outstanding client service, managing onboarding processes, and ensuring compliance with regulatory requirements. The ideal candidate will thrive in a detail-oriented environment and demonstrate strong organizational and communication skills. Flexibility for remote work on Fridays after probation is offered.

Benefits

Excellent Benefits

Flexibility to work remote on Fridays

Qualifications

• Must be highly organized and focused on client service.
• Experience in wealth management or financial services is preferred.
• Ability to maintain professionalism under pressure.

Responsibilities

• Deliver exceptional client service and support the Portfolio Management Team.
• Handle client onboarding and KYC documents.
• Maintain accurate paperwork and meeting materials.

Skills

Organizational skills

Client-focused communication

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...