The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

This website is constructed and maintained for investors in the UK.

Accept

Client Service Manager

Leeds

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £7.5 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.

 

Role:

Client Service Manager

Location:

Leeds

Department:

Investment, Portfolio Management

Reporting to:

Deputy COO

Salary:

Competitive with an excellent benefits package

Summary:

JH&P is seeking a Client Service Manager (‘CSM’) to join our Leeds Team. JH&P was founded on a fundamentally different philosophy to other wealth managers, specifically on the principle of being prepared to go beyond, above and beyond. The CSM will play a pivotal role in ensuring the highest standard of service delivery for our clients and in supporting the operational efficiency of our Leeds office. The Client Service Manager will be responsible for managing client relationships, handling queries, facilitating solutions, and liaising with internal teams to ensure prompt resolution of client issues. The successful candidate will demonstrate a passion for client service and a real interest in financial services.

Responsibilities:

  • Playing a key role in client onboarding, Know Your Client and suitability processes.
  • Ensuring client documentation is correctly prepared, completed, scanned and filed.
  • Preparing meeting and presentation documents.
  • Running valuations for clients on a quarterly basis.
  • Ensuring all client verification is up to date and maintained.
  • Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
  • Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
  • Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.
  • Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
  • Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.

Additional Responsibilities as Assistant to the Portfolio Managers:

  • Diary Management, travel arrangements and expense claims.
  • Correspondence with clients including quarterly valuations.
  • Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

Qualifications, Skills & Experience

  • A minimum of 3' A Levels (Grades A-C).
  • Excellent communication skills (written and verbal).
  • Ability to work to deadlines.
  • IT literate (MS Office).
  • Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.

Apply now