An established and highly regarded investment management organisation is seeking a Client Support Senior Manager to lead a specialist client support function responsible for delivering exceptional service to institutional clients, consultants, advisers, and internal stakeholders. This is an excellent opportunity for an experienced financial services professional to combine people leadership, operational management, and client-facing responsibilities within a growing team.
This is a true player-coach position, offering the chance to lead a team while remaining actively involved in strategic client initiatives, new business opportunities, and service improvement projects.
Key Responsibilities
- Lead, mentor and develop a high-performing client support team.
- Manage day-to-day workflow, prioritisation and resource allocation to ensure service levels are consistently achieved.
- Oversee responses to client, consultant and adviser requests, including RFPs, pitches and due diligence activities.
- Build strong relationships with internal stakeholders to ensure timely and accurate client delivery.
- Support the resolution of complex and escalated client queries.
- Design and enhance operational processes, controls and reporting frameworks.
- Produce and analyse management information to drive data-led decision making.
- Identify opportunities for continuous improvement, increased efficiency and reduced operational risk.
- Support strategic change initiatives and contribute to wider business objectives.
- Foster a collaborative, client-focused culture across the team.
About You
To be successful in this role, you will bring:
- Extensive experience within financial services.
- A minimum of 3 years' people management experience.
- Strong knowledge of pensions, investments or wealth management operations.
- Excellent stakeholder management and relationship-building skills.
- Outstanding communication and presentation abilities.
- Experience managing complex workloads and competing priorities.
- Strong analytical skills with the ability to interpret data and make recommendations.
- A proactive approach to problem solving and process improvement.
- Advanced Microsoft Office skills, particularly PowerPoint.
- Operational leadership within pensions or investment services.
- Professional industry qualifications (e.g. PMI, pensions, insurance or financial planning qualifications).
What's On Offer?
- Opportunity to join a respected investment management business.
- Senior leadership responsibility with significant visibility across the organisation.
- A collaborative and supportive culture focused on professional development.
- Flexible and hybrid working arrangements.
- Competitive salary and comprehensive benefits package.
If you're an experienced client services leader looking to take the next step in your career within financial services, we'd welcome the opportunity to discuss this position further.