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Client partnerships lead - hybrid & travel

Peterborough
Yealand Fund Services Limited
Travel
Posted: 27 May
Offer description

Company Description

We are a family owned fully independent Authorised Corporate Director (ACD) and Fund Administrator, established in 2008. Our independence is central to how we operate, allowing us to prioritise long‑term partnership over short‑term pressures, make decisions with clarity, and invest thoughtfully in our people, systems and governance. We combine in‑house expertise with strong oversight and a partnership‑led approach, supporting tailored solutions and high‑quality client service.

Our culture is grounded in doing the right thing – every time.

At Yealand, we collaborate to achieve our shared vision and recognise the strength of diversity. All our employees have an equal opportunity to develop their career and personally grow at Yealand. By joining our team, you will be welcomed into an environment that respects your knowledge and expertise regardless of your background.


Role Description

Our Client Services team proactively engages with our fund sponsors and others, taking responsibility for the day‑to‑day management of all client interactions, service delivery, and client records. Our Client Services Managers host client visits and chair detailed service review meetings. Providing a link to our in‑house operations teams, the Client Services Managers build solid trusting partnerships with all their stakeholders.

Our Client Services Managers worked according to a hybrid working arrangement with regular travel to client’s premises and our office in Peterborough.


Qualifications

You must have experience in a similar role to be considered for this Client Services Manager role. Specifically, you must have sound knowledge of our industry and products to allow you to respond to complex queries in a regulated environment. You must have demonstrable experience of managing client relationships by relying on your exceptional stakeholder management and communication skills.

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