Client Services & Operations Manager (Hybrid)

Tate; England; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A growing IFA firm in Hertford is seeking a Client Services Manager to enhance client experience and operational excellence. You'll be responsible for managing client communication, handling queries, and processing new business efficiently. The role requires at least two years of experience in financial services, strong knowledge of ISA and investments, and proficiency with CRM systems. The company offers a hybrid work environment, fostering professional growth and development.

Qualifications

• At least two years' experience in an IFA or financial services environment.
• Strong understanding of ISA, investment, and pension processes.
• Confidence using CRM and back-office systems.

Responsibilities

• Handle client communication and queries professionally.
• Prepare recommendation documentation and valuation reports.
• Maintain accurate and compliant client files.
• Process new business, fund switches, and withdrawals.
• Submit and track Letters of Authority.

Skills

Client communication

CRM systems

Organizational skills

Microsoft Office proficiency

Attention to detail

Job description

A growing IFA firm in Hertford is seeking a Client Services Manager to enhance client experience and operational excellence. You'll be responsible for managing client communication, handling queries, and processing new business efficiently. The role requires at least two years of experience in financial services, strong knowledge of ISA and investments, and proficiency with CRM systems. The company offers a hybrid work environment, fostering professional growth and development.