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Client services manager

Chester
Sanderson
Client services manager
Posted: 19h ago
Offer description

Job Description

Client Service Manager

Location: Northwich, Cheshire

Full Time, Permanent – Hybrid Working

Salary: Up to £30K DOE

Due to an exciting period of growth, a leading wealth and investments provider is seeking a proactive, client‑focused individual to join their Service Delivery Team on a permanent basis.

The Service Delivery Management Team brings together several key functions within the wider Operations division.

In this role, you will report directly to the Operations Service Management Manager and support a range of teams across the business, including Front Office, Finance, Investments and wider Back‑Office functions. This position offers excellent exposure across the organisation and the chance to make a meaningful impact on day‑to‑day operations.

Your responsibilities will include providing administrative support, producing management information (MI), and completing a variety of business processing tasks.

What You’ll Be Doing

* Supporting the Service Management Team by maintaining team materials (Teams channels, procedures, intranet pages, presentations) and drafting communications for business updates, enhancements and service issues.
* Assisting with MI production and risk‑related reporting for COO teams.
* Processing Third‑Party Provider requests, including valuations, statements, transactions and payment instructions, as well as managing shared inbox queries.
* Working with the Operations Risk Event Management Team to review and triage risk events, ensuring sufficient detail and supporting root‑cause analysis and remediation activities.
* Supporting the Business Support Team’s continuous improvement initiatives through JIRA reporting, intranet updates, award nominations and newsletters.
* Preparing documentation for OpEx activities such as process maps, waste walks and root‑cause analysis outputs, and assisting with associated data and MI collection.
* Collaborating regularly with Front Office, Operations, and other key stakeholders across the business.
* Demonstrating strong regulatory awareness, ensuring compliance with FCA rules and internal policies, and applying effective risk management with a focus on positive client outcomes.
* Working to SLA and KPI targets and contributing to continuous improvements across the team.

What We’re Looking For

* Experience in a Client Service or Operations‑focused role within financial services or another regulated environment.
* Previous experience within wealth management or private client asset management is desirable but not essential.
* Strong relationship management, stakeholder engagement and administrative skills.
* Effective problem‑solving abilities, including root‑cause analysis and process improvement.
* Excellent written and verbal communication skills, with the ability to influence and collaborate effectively.
* A team player with a flexible approach to varying requests and priorities.
* High attention to detail and accuracy.
* Ability to work independently when required.
* A proactive mindset with a willingness to learn and adapt to changing deadlines and workloads.

If you're interested and would like to learn more, please contact Daniel.Hinton@sandersonplc.com.

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