Client Service Manager

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 ravel to the Bristol, Birmingham & Dorset offices

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.

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