We’re partnering with a values-driven wealth management firm that’s making waves in the ethical investment space—and they’re on the hunt for a Client Services Manager who’s polished, proactive, and passionate about creating a premium experience for clients.
Why You’ll Love This Role
This isn't your typical back-office admin role. You’ll be a central part of a high-performing advice team, helping individuals and families invest in line with their values. Expect variety, ownership, and the chance to work with a business that’s leading the way in sustainable finance.
What You’ll Be Doing
- Be the go-to for client queries—friendly, fast, and full of solutions
- Manage onboarding, compliance checks, and ongoing service delivery
- Collaborate with advisers to prepare client reviews, reports, and advice documentation
- Liaise with platforms, providers, and investment teams to ensure everything runs smoothly
- Keep client data up to date in CRM and make process improvements where you see them
About You
You're a people person who loves getting things done. You’re organised, resourceful , and take pride in creating a seamless client experience.
You’ll ideally bring:
- 2+ years in a client service or adviser support role within an advisory firm
- A strong customer-first approach and excellent communication skills
- Familiarity with platforms like Xplan
- RG146 compliance
- A genuine interest in ethical, impact-driven investing
What’s in It for You
- A progressive, inclusive team culture Flexible work arrangements
- Direct mentoring and career development
- A sense of purpose—your work truly makes a difference
- Competitive salary package
