Wealth Client Services Manager — London (Remote Fridays)

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

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.