Client Services Manager

Job description

Fulltime, hybrid

Industry: Wealth Management

Role: Client Service Senior Manager

Location: London, SW1Y

Salary range: £40 - 55,000 (Depending on experience) + Bonus & benefits

Must have at least 3-5 years working within Client Services at an established Wealth Management firm.

My Private Wealth Management client is looking to recruit a Client Service Senior manager to oversee and provide administrative support to one of their Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required.

Responsibilities include:

• Playing a key role in client onboarding, Know Your Client and suitability processes.
• Ensuring client documentation is correctly prepared, completed, scanned and filed.
• Preparing meeting and presentation documents.
• Running valuations for clients on a quarterly basis.
• Ensuring all client verification is up to date and maintained.
• Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
• Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
• Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
• Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
• Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
• Correspondence with clients including quarterly valuations.
• Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

Required qualification, skills and behaviours:

• 3 - 5 years Client Service experience at an established Wealth Management firm.
• A minimum of 3 A’ Levels (Grades A-C).
• Excellent verbal communication skills.
• Good written communication skills.
• Ability to work to deadlines.
• IT literate (MS Office).
• Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.

Extra information

Status

Open

Education Level

Secondary School

Location

London

Type of Contract

Full-time jobs

Published at

04-03-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English