Client Service Team Manager - #1699340

Client Service Team Manager – IFA Wealth Management

Location: East Birmingham (Office-Based)

Salary: Up to £45,000

A leading wealth management firm in East Birmingham is seeking a Client Service Manager to oversee its client service team and maintain exceptional client relationships. This pivotal office-based role involves managing service delivery, team performance, and client satisfaction across the firm’s financial services accounts.

Key Responsibilities

• Lead and develop the client service team (team of 12), including performance reviews and training
• Act as the main point of contact for key financial services clients
• Ensure smooth onboarding and ongoing support for new and existing accounts
• Maintain strong internal processes and monitor service delivery against SLAs
• Analyse service metrics and drive continuous improvement
  
  

Requirements

• 5+ years’ experience in an IFA environment
• Proven leadership experience in a client service setting
• Strong knowledge of CRM systems, investment platforms, and discretionary portfolio services
• Excellent communication, organisational, and problem-solving skills
  
  

This is a fantastic opportunity to join a respected firm focused on growth, quality, and client success.

Apply now to be part of a collaborative and professional team.