Client manager Work, Jobs in Lower Cam, Gls (with Salaries)

Client Service Manager
TrinityBridge —Bristol
- Continuous improvement
- Team management
- Travel
Regional Operations Manager
BidvestNoonan —Cheltenham
- Full-time
- Team management
- Human resources
- Recruiting
Quick apply
Customer Relations, E-commerce & Studio Manager
Shibumi —Stroud
- £30,000 - £34,000 a year
- Part-time
- Management
- Merchandising
- Supervising experience
- Free parking
- Employee discount
Quick apply
10d
Customer Relationship Manager
Ecotricity —Stroud
- £29,410 - £30,210 a year
- Full-time
- Hybrid work
- CRM software
- Continuous improvement
- Organisational skills
- Work from home
- Employee discount
Quick apply
Sustainable Supply Chain Co-Ordinator (Graduate)
Commercial —Cheltenham
- £27,000 - £33,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Business
- Communication skills
- Work from home
- Employee assistance programme
Quick apply
ICOOC Community Event Manager role
Armstrong Wolfe —Tewkesbury
- £28,000 - £34,000 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Events Executive (Corporate Event Management)
Parallel Blue Global —Stroud
- Full-time
- CRM software
- Business development
- Travel
- Free parking
- Work from home
Quick apply
Sales Operations Co-Ordinator
Commercial —Cheltenham
- £26,228 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Organisational skills
- Work from home
- Employee assistance programme
Quick apply
Project Manager
elix sourcing solutions —Tetbury
- £35,000 - £45,000 a year
- Continuous improvement
- Organisational skills
- Communication skills
- Employee assistance programme
Advice Session Supervisor
North and West Gloucestershire Citizens Advice —Cheltenham
- £27,316 - £30,152 a year
- Part-time
- Research
- Supervising experience
- Mentoring
- Free parking
- Store discount
Quick apply
12d
Retail And Concessions Manager - The Jockey Club Experiences - Cheltenham
Levy —Cheltenham
- £35,000 a year
- Full-time
- Sales
- Retail management
- Communication skills
- Annual leave
- Employee assistance programme
National Account & Export Sales Manager
The Gifted Stationery Company —Bath
- £55,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Travel
- Health & wellbeing programme
- Work from home
Quick apply
8d
People Operations Officer - Jockey Club Experiences
Levy —Cheltenham
- £30,000 a year
- Full-time
- Travel
- Human resources
- Recruiting
- Annual leave
Administrator
Amey Ltd —Berkeley
- Full-time
- Computer literacy
- Administrative experience
- Data entry
- Employee discount
Quick apply
4d
Part-Time Business Support Coordinator
So.Social Media —Monmouth
- £10,575 a year
- Part-time
- Writing skills
- Organisational skills
- Computer skills
- Free parking
Quick apply
Operations Support and Governance Coordinator
Arcus FM —Cirencester
- Up to £27,535 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Annual leave
Quick apply
Office Administrator
Aqua Construction Limited —Quedgeley
- Part-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
22h
Senior Manager FOS Complaints
St. James's Place —Cirencester
- Analysis skills
- Team management
- Leadership
- Annual leave
Business Development Executive - New Graduate
IQPC —Bristol
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Work from home
Quick apply
10d
Operations Manager (Managed Services)
Arcus FM —Cirencester
- Up to £68,000 a year
- Full-time
- Continuous improvement
- Team management
- Mentoring
Quick apply

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Client Service Manager

TrinityBridge -
Bristol

Apply Now

Job details

Permanent

Qualifications

Financial Conduct Authority guidelines
Succession planning
Stakeholder collaboration
Internal department liaison
Microsoft Office Suite
Performance management
Change management
Continuous improvement
Continuous improvement cycles oversight
Team management
Risk management
Recruiting
Employee performance appraisals
Interviewing
Professional development mentoring
Training & development

Full job description

Support Client Service Executives (CSEs) in Bristol and Birmingham in their day to day activities within the region and assist the Managing Directors to ensure efficiency and profitability within each Practice. Whilst the Dorset Client Service Team is managed on a day-to-day basis by the existing Client Service Manager, this role retains overall accountability for the team's performance, service delivery and direction.

Key responsibilities

CSE line management, oversight and support covering multiple locations
Ownership, co-ordination and prioritisation of workload within the CSE team ensuring Service Level Agreements are met at all times
Oversight of the Dorset Client Service team
Identify and satisfy training and development of line reports within the practices, developing a culture of performance management, improvement and appraisal as a foundation for excellent organisational performance
Hold regular one to one meetings with CSEs
Conduct a thorough interview process for new hires, recruiting talent to ensure a high performing team
Conduct annual appraisal meetings with feedback from Managing Directors and Advisers
Provision of CSE duties if necessary
Awareness of the CST Manual and contents – keep up to date with changes and cascade these to CSEs
Identify and ensure definition and application of Best Practice, to instil continued improvement themes and efficiency gains, all with aim of excellent client experience and the right client outcomes
Supporting the integration of acquired businesses into the region
Risk Events Investigation
Liaise with compliance to assist with complaint investigation
Involvement in ad hoc project work as directed by Head of Advice Services /Managing Directors
Roll out of new processes and training of CSEs as required
Collaborate with various teams around the business as and when applicable
Collaborate and work with colleagues within the Practices to ensure success and operational efficiency and profitability.
Occasional travel to the Bristol, Birmingham & Dorset offices

Regulatory responsibilities | Compliance/T&C
Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Very strong knowledge of front to back working practices in Wealth Management, Asset Management or similar industry
Good understanding of workflows to identify gaps in processes and update/maintain procedures
Experienced in problem solving with a focus on the outcome not just the task.
Strong Line Management experience focusing on mentoring and developing staff including objective setting, performance against objectives and succession planning.
Ability to communicate and escalate potential issues in a prompt and effective manner.
Ability to work with people at all levels and across the business
Confidence and ability to challenge and influence others to achieve consistent approach
Flexible approach to a changing organisation and organisational structure
Able to multi task and work at pace while retaining attention to detail and a client service focus.
Strong Microsoft skills
Adhere to the core values of TrinityBridge

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1

Apply Now

Refine Your Search

client manager jobs in lower cam, gls

Client Service Manager

Regional Operations Manager

Customer Relations, E-commerce & Studio Manager

Customer Relationship Manager

Sustainable Supply Chain Co-Ordinator (Graduate)

ICOOC Community Event Manager role

Events Executive (Corporate Event Management)

Sales Operations Co-Ordinator

Project Manager

Advice Session Supervisor

Retail And Concessions Manager - The Jockey Club Experiences - Cheltenham

National Account & Export Sales Manager

People Operations Officer - Jockey Club Experiences

Administrator

Part-Time Business Support Coordinator

Operations Support and Governance Coordinator

Office Administrator

Senior Manager FOS Complaints

Business Development Executive - New Graduate

Operations Manager (Managed Services)

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