Permanent

Advisor Services Manager - Client Services

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Michael Page

Job Description

This is an excellent opportunity for an established team leader who enjoys combining people management, operational oversight and continuous improvement in a customer-focused environment. Joining during an exciting growth phase, you''ll have the opportunity to influence how the function evolves while helping to shape a scalable service model for the future.

Client Details

The organisation operates in the Financial Services industry in London. They are a specialist Fintech business.

Description



Advisor Services Manager - Client Services

London | Hybrid Working | Financial Services / FinTech

A fast-growing and innovative financial services business is seeking an experienced Adviser Services Manager to lead and develop a high-performing client servicing team.

  • This is an excellent opportunity for an established team leader who enjoys combining people management, operational oversight and continuous improvement in a customer-focused environment. Joining during an exciting growth phase, you''ll have the opportunity to influence how the function evolves while helping to shape a scalable service model for the future.


The Role

Reporting into senior management, you will take ownership of the day-to-day operation of the Adviser Services function, ensuring high standards of service, quality and operational performance.

Key responsibilities will include:

  • Leading, coaching and developing a client service team.
  • Managing service levels, workflows, resource planning and operational priorities.
  • Driving quality assurance, process improvement and risk management initiatives.
  • Monitoring performance metrics and implementing improvements where required.
  • Managing escalations, complaints and higher-risk cases.
  • Building strong relationships with stakeholders across the wider business.
  • Supporting recruitment, onboarding and succession planning as the team grows.
  • Helping to develop a scalable and efficient operating model that can support future business growth.

Profile



About You, Advisor Services Manager - Client Services

We are keen to hear from candidates who can demonstrate:

  • Previous leadership experience within a client services, operations or similar financial services customer focussed environment.
  • Strong coaching, mentoring and performance management capabilities demonstrated on the CV
  • Experience managing service delivery, quality control and operational risk.
  • A track record of improving processes, controls or customer outcomes.
  • Excellent communication and stakeholder management skills.
  • Experience within financial services, wealth management, FinTech, platforms, adviser services or another regulated environment.

Job Offer

  • Permanent Advisor Services Manager - Client Services position based in London.
  • Salary of -50000 to -80000, dependent on the level of experience. Bonus
  • Opportunity to join a growing and ambitious organisation.
  • A highly visible leadership role with genuine scope to influence and improve operations.
  • Collaborative and supportive culture.
  • Hybrid working environment with a strong emphasis on team collaboration and development.
  • Excellent long-term career progression prospects.

If you''re interested in this role, apply now!