Wealth & Client Services Manager

Cameron James; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking an experienced Client Manager for their Hove office. In this role, you will manage a portfolio of clients, ensuring accurate records, handle queries, and ensure compliance with all regulatory standards. If you have a background in client management and are committed to maintaining high standards of service, we want to hear from you. Excellent benefits are offered in a supportive environment.

Benefits

Excellent Benefits

Responsibilities

• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, gathering relevant documentation.
• Handling client queries and ensuring timely responses.
• Processing new business applications for various financial products.
• Liaising with product providers for efficient application processing.
• Ensuring compliance requirements, including KYC and AML checks.
• Updating the firm's back-office systems with client details.
• Ensuring the integrity and security of client data.

Job description

A leading financial services firm in the UK is seeking an experienced Client Manager for their Hove office. In this role, you will manage a portfolio of clients, ensuring accurate records, handle queries, and ensure compliance with all regulatory standards. If you have a background in client management and are committed to maintaining high standards of service, we want to hear from you. Excellent benefits are offered in a supportive environment.