Client Services Manager

Focus Resourcing; High Peak; On-site; GBP 30,000 - 40,000; Full time

Job summary

A professional financial services firm in High Peak is seeking a Client Services Manager to provide exceptional client support and administrative assistance. The ideal candidate will have experience in a client-facing role and possess excellent organizational and communication skills. This position offers a 4-day working week and various employee benefits, including private medical insurance and annual bonuses.

Benefits

4 day working week

28 days holiday plus bank holidays

Company pension scheme

Private Medical Insurance

Summer & Christmas bonus

Team away days and social events

Qualifications

• Previous experience in a client-facing or administrative role, ideally in financial services.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Reliable and trustworthy with a proactive, 'can-do' attitude.

Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Ensure action points from meetings are recorded, allocated, and completed promptly.

Skills

Client-focused attitude

Strong organizational skills

Excellent communication skills

Attention to detail

Professional demeanor

Tools

Microsoft Office

CRM/back-office systems

Job description

Overview

We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Qualifications & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

Benefits

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress