Your new company
We are seeking a proactive and commercially minded Client Services Manager to lead our client servicing function, optimise internal processes, and support business growth through effective account management and upselling. This role is ideal for someone who thrives in a dynamic environment, combines strong operational oversight with excellent people skills, and can ensure our clients receive a first-class service at all times. This role is based in Manchester city centre and is fully office-based.
Your new role
Key Responsibilities
Client Account Management
* Serve as the primary point of contact for a portfolio of clients, ensuring a seamless end-to-end service experience.
* Build strong, long-term client relationships through regular communication, reviews, and proactive issue resolution.
* Understand client needs and financial goals to deliver tailored recommendations in partnership with advisors.
Upselling & Revenue Growth
* Identify opportunities to introduce clients to additional services.
* Collaborate with advisors to support conversion of warm opportunities into increased revenue.
* Use client insights to shape value-add proposals that enhance retention and lifetime value.
Team Leadership & Management
1. Lead, motivate, and develop the client services team, ensuring consistent delivery st...