Client Services Manager

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

Job summary

A leading wealth management firm in London seeks a highly organized Client Service Manager to enhance client service within the Portfolio Management Team. This role involves client onboarding, KYC handling, and maintaining compliance documentation. The ideal candidate should possess strong organizational abilities and a client-focused approach, thriving in a professional environment. This role offers a salary between £30k and £32k plus excellent benefits and potential remote work flexibility on Fridays.

Benefits

Excellent Benefits

Remote work flexibility on Fridays after probation

Qualifications

• Experience in client service roles, preferably in wealth management or financial services.
• Strong ability to handle documentation and regulatory requirements.
• Excellent communication skills to liaise with clients and internal teams.

Responsibilities

• Deliver exceptional client service to manage and support client needs.
• Handle client onboarding process, KYC, and maintain relevant documentation.
• Coordinate with Compliance and Client Administration for smooth operations.

Skills

Organizational skills

Client-focused

Attention to detail

Regulatory knowledge

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...