Job Description
An established, independently owned wealth management company is looking for a talented Client Service Manager to join its London team.
With a heritage and a reputation built on trust, integrity and exceptional client care, this is an opportunity to be part of a firm that truly goes above and beyond for the individuals, families and organisations it serves.
In this role, you’ll support portfolio managers, manage intermediate relationships, oversee client onboarding and documentation, and coordinate valuations and reporting.
It’s a position for someone who is organised, detail‑driven and confident in communicating with clients at a high standard.
We’re looking for candidates with around two to three years of experience in a similar environment, with strong administrative skills and a record of working effectively with IFAs and intermediaries. IOC Level 3 (or working towards it) would be advantageous.
If you’re ready to join a growing business with a modern outlook and traditional values, this is an exciting opportunity.