Direct message the job poster from GOW Recruitment
We’re on the hunt for a confident, detail-oriented Client Service Manager who will be the go-to person for clients—helping them with everything from onboarding and account maintenance to investment support and day-to-day queries.
What You’ll Be Doing:
* Be the first point of contact for clients and provide an excellent client experience
* Help clients get started by setting up accounts and handling documentation
* Manage client data and records, staying on top of regulations (like AML/KYC)
* Keep everything ticking by coordinating with internal teams and advisers
* Troubleshoot issues and communicate solutions with professionalism and care
* Jump into process improvement projects to make things run smoother
What We’re Looking For:
* 2+ years’ experience in financial services, ideally in a client-facing support role
* Degree in Finance, Business, Economics or similar (or equivalent experience)
* RG146 compliant—or willing to become compliant
* Strong attention to detail, top-notch organisational skills, and confident communication
* Comfortable with Microsoft Office
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Contract
Job function
* Job function
Finance
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