More jobs:
Client Services Manager - Financial Services; Hybrid
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-07-25
Listing for:
North Oak Recruitment Ltd
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
North Oak Recruitment Ltd is sourcing a Client Manager for a Leicestershire-based financial services team. The role involves owning and servicing a client portfolio, maintaining accurate records and supporting the Investment Manager and Financial Planner.
You will interact with pension teams, prepare meeting packs, manage documentation and ensure timely execution of transfers and investments. A minimum of 2 years' financial services admin experience is required.
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