Job Description
Client Service Manager - Wealth Management
About the Role
We're seeking a Client Service Manager to support a high-performing Wealth Management team in a fast‑paced, client‑focused environment. This position plays a key role in delivering exceptional service to Financial Advisers and their clients, ensuring the smooth onboarding, maintenance, and ongoing management of client accounts.
To succeed, you'll bring strong organisational skills, excellent attention to detail, and the ability to manage competing priorities confidently. You'll be someone who thrives under pressure, enjoys working collaboratively, and has a solid understanding of financial markets and the financial advice process.
Key Responsibilities
- Manage end‑to‑end client onboarding, including preparation of required documentation
- Maintain accurate client records in line with AML/CTF and KYC requirements
- Prepare valuation...
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