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Client Services Manager




Client Services

Our client is currently recruiting for a Client Services Manager to help and support the Wealth Managers and colleagues in providing the highest level of service when maintaining their existing client relationships and new business enquiries and general administrative tasks in line with business needs.

The successful candidate will have the ability to develop strong working relationships with colleagues within a busy team and be able to work to your own initiative. You will be expected to be able to use technology, but, you’ll also love interacting with real people.  A natural aptitude to take ownership of queries so that clients’ needs, and internal business requirements are processed and maintained to the highest level of accuracy and timeliness.

Excellent technical knowledge and demonstrative understanding of compliance regulatory requirements are essential. This role would be suited to someone with a minimum of 3 years’ experience and an entry level Financial Services qualification, but not essential.

Interested? Then please contact us for further details about this role.


Key Contact

Donna Davidson

Recruitment Consultant and Operations Manager
01534 715150
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  • "They are our charity partner. Whilst they give their time and expertise for free, we always feel we receive a top class service - they are friendly, professional and always available. "

    Best Service from Professional Services
  • "They are such a welcoming team. They are professional and make everyone feel at ease when entering their office! "

    Best Service from Professional Services
  • "One of the best agencies I have ever worked with they took the time to understand me and my career requirements."

    LC Candidate
  • "I got properly focused roles that were of genuine interest - a refreshing experience from other agencies I have dealt with from both employer and employee perspectives."

    JF Client and Candidate
  • "Great understanding of finance and roles relevant for me fantastic communication, time efficient, personalised service very kind and thoughtful!"

    JS Candidate
  • "I have dealt with a number of recruitment companies but have never found one that is as personable and professional as Kendrick Rose."

    CB Client
  • "You take an individual and creative approach to career counselling and matching clients and opportunities."

    SD Client
  • "I want to deal with an individual who takes time to understand what I’m looking for and then be proactive in contacting their network and database."

    RT Client


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