Client Services Manager

Client Services Manager

Contract Type: Permanent

Salary: £50,000 – £60,000

Start Date: ASAP

Location: Central Bristol / Hybrid (3 / 4 days in office)

Our client occupies a unique, privileged position. They are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.

To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.

• Manage, analyse and utilise Management Information (MI), identifying trends, and implement improvements that enhance conversion rates and support the company’s Statement of Intent (SOI) targets.
• Act as a referral point for all Client Services and Probate Consultants, providing guidance, ensuring appropriate training is in place, and monitoring competency to enhance lead conversion, objection handling, and overall effectiveness.
• Oversee daily lead management, ensuring that all opportunities are maximised to drive conversion rates and business growth.
• Collaborating across teams to ensure a seamless client experience.
• Contributing to continuous improvement and innovation in how they work.

Qualifications are desirable but not essential. They are looking for individuals with some of the following experience:

• Experience in a sales environment within the Legal / Professional Services.
• Demonstrable experience in people management, including key HR processes such as recruitment, appraisals, capability, conduct, and absence management.
• Proven experience in coaching and mentoring, with a strong track record of developing talent.

• A Strong communicator – clear, empathetic, and confident.
• A proactive, solutions‑focused individual.
• Ability to work independently and as part of a collaborative team.
• Experience in probate, legal services, or estate administration.
• A passion for making a difference in people’s lives.

They believe in rewarding great work. For this role they offer the following benefits from day one:

• £50,000 – £60,000 per annum
• Quarterly Commission scheme
• 25 days plus bank holidays, increasing annually to 30
• Health Cash Plan – Cash back for Dental, optical, and other treatments
• Employee discounts across a range of products and services
• Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy
• Company pension scheme – matching up to 5%
• Income protection insurance
• Life assurance policy
• Enhanced family leave (upon completion of probation)
• Cycle to work scheme
• Employee Assistance Programme

• A supportive, people‑first culture.
• Opportunities for growth and development.
• A chance to make a real impact during life’s most challenging times.
• Hybrid and flexible working options to suit your needs.

• Our client’s office based at Spectrum House, Bond Street Bristol BS1 3LG
  / Hybrid – Office Attendance 3 – 4 days per week.

They like to keep things clear and straightforward. Here’s what you can expect:

• Application review – They review applications on a rolling basis and will contact you when shortlisted.
• Initial chat – A short call to get to know you better. There will be some element of competency here, but they aim for it to be more conversational (30mins).
• Interview – This is your competency‑based interview with the hiring manager(s) (up to 60mins or up to 90mins with task).
• Task (if applicable) – A chance to show them how you think, this may be part of the interview or done before/after depending on the role.
• Final Stage (if applicable) – Meet more of the team and ask any final questions.
• Feedback – They will contact you following your interview, typically within 1 week.
• Support – They want everyone to feel comfortable and confident throughout their hiring process. If you have a medical condition or need any adjustments, whether that’s for an interview or any part of the process, please let them know. They are happy to have a conversation about how they can best support you.

If our client sounds like the kind…