IFA ADMINISTRATTION TEAM MANAGER
Posted 6 hours ago
- Ridgacre, West Midlands
- Permanent
- £43,000 to £45,000 /Yr
- Sponsored
- Expires In a month
IFA ADMINISTRATTION TEAM MANAGER
Up to £45,000
Birmingham
25 Days holiday which increases based on length of service + your Birthday of
Pension
Annual performance related bonus
Our client, a privately owned firm of Independent Financial Advisers currently have an opportunity for a ‘Client Services Manager’ to join their growing organisation. The purpose of this role will be to support the delivery of an effective Administration team consisting of 11 IFA Administrator's and to ensure standards are implemented and maintain a superior service. The Client Service Manager is responsible for overseeing client service team and client relationships, ensuring exceptional service delivery. This role serves as the primary point of contact between the company and its financial services clients, managing expectations, addressing concerns, and driving client satisfaction and retention.
Responsibilities:
" Line Management of Client Service Team
" Conduct Performance Reviews with Client Service Team
" Provide ongoing MI to Management on all Client Service Team Activity
" Provide Training and Mentoring to all Client Service Team
" Assist with HR and Recruitment (where necessary) of Client Service Candidates
" Establish and Maintain all administration processes
" Develop and maintain strong relationships with assigned financial services clients through regular communication and engagement
" Serve as the primary point of contact for client inquiries, requests, and issue resolution
" Collaborate with internal teams to ensure timely delivery of services and solutions that meet client needs, within service level agreements
" Monitor client satisfaction and proactively address potential concerns before they escalate
" Create and deliver regular service reviews, performance reports, and business reviews to clients
" Identify opportunities for account growth and work with sales teams to develop upsell/cross-sell strategies
" Ensure compliance with regulatory requirements and internal policies in all client interactions
" Develop a deep understanding of clients' business objectives and financial needs
" Manage client onboarding processes and transitions for new accounts
" Manage client onboarding processes and transitions for new acquisitions
" Track and analyse client service metrics to identify trends and improvement opportunities
" Maintaining quality control
Preferred Experience / Qualifications
" 5+ years of experience in client service roles within an IFA / Wealth Management Firm
" Leadership experience managing client service teams
" Must have expansive knowledge of CRM systems (Ideally Intelligent Office)
" Must have expansive knowledge of Investment Platforms
" Must have expansive knowledge of Discretionary Portfolio Service
If this seems like a role you are interested than apply online or for further information contact one of our specialist consultant quoting reference NJR15743
Up to £45,000
Birmingham
25 Days holiday which increases based on length of service + your Birthday of
Pension
Annual performance related bonus
Our client, a privately owned firm of Independent Financial Advisers currently have an opportunity for a ‘Client Services Manager’ to join their growing organisation. The purpose of this role will be to support the delivery of an effective Administration team consisting of 11 IFA Administrator's and to ensure standards are implemented and maintain a superior service. The Client Service Manager is responsible for overseeing client service team and client relationships, ensuring exceptional service delivery. This role serves as the primary point of contact between the company and its financial services clients, managing expectations, addressing concerns, and driving client satisfaction and retention.
Responsibilities:
" Line Management of Client Service Team
" Conduct Performance Reviews with Client Service Team
" Provide ongoing MI to Management on all Client Service Team Activity
" Provide Training and Mentoring to all Client Service Team
" Assist with HR and Recruitment (where necessary) of Client Service Candidates
" Establish and Maintain all administration processes
" Develop and maintain strong relationships with assigned financial services clients through regular communication and engagement
" Serve as the primary point of contact for client inquiries, requests, and issue resolution
" Collaborate with internal teams to ensure timely delivery of services and solutions that meet client needs, within service level agreements
" Monitor client satisfaction and proactively address potential concerns before they escalate
" Create and deliver regular service reviews, performance reports, and business reviews to clients
" Identify opportunities for account growth and work with sales teams to develop upsell/cross-sell strategies
" Ensure compliance with regulatory requirements and internal policies in all client interactions
" Develop a deep understanding of clients' business objectives and financial needs
" Manage client onboarding processes and transitions for new accounts
" Manage client onboarding processes and transitions for new acquisitions
" Track and analyse client service metrics to identify trends and improvement opportunities
" Maintaining quality control
Preferred Experience / Qualifications
" 5+ years of experience in client service roles within an IFA / Wealth Management Firm
" Leadership experience managing client service teams
" Must have expansive knowledge of CRM systems (Ideally Intelligent Office)
" Must have expansive knowledge of Investment Platforms
" Must have expansive knowledge of Discretionary Portfolio Service
If this seems like a role you are interested than apply online or for further information contact one of our specialist consultant quoting reference NJR15743