Customer Service & IT Coordinator

Job Title: Client Service ManagerLocation: Bath Salary: £55,000 - £60,000This is a newly created Client Service Manager position within a growing and evolving Wealth Management business. Following recent growth and integration across multiple offices, the firm has identified the need to strengthen leadership within the client service function and provide dedicated support to the Head of Client Service.This role will play a critical part in leading the Senior Admin team, ensuring the client journey is delivered seamlessly, consistently, and with a strong focus on long-term client retention. It is a hands-on leadership role, suited to someone experienced, proactive, and confident working closely with advisers and senior stakeholders.The Role:Lead and support the Client Relationship / Senior Admin teamsAct as a key support to the Head of Client Service, helping embed structure, consistency, and best practiceDrive a client-centric mindset, ensuring client experience and retention are prioritisedSupport and motivate teams through change, bringing enthusiasm and clarityBuild strong relationships with advisers, paraplanners, and senior leadersCoach and develop experienced team leaders and senior staffOversee performance, service standards, and operational delivery across locationsHelp coordinate and improve the end-to-end client journey, from first contact through ongoing serviceGet involved operationally where required, leading by exampleThe Required Skills & Experience:Proven experience in a Client Service Manager or similar leadership role within Financial ServicesStrong people management experience, including coaching and developing experienced staffAbility to work closely with senior stakeholders and advisersHands-on, proactive approach with strong problem-solving skillsComfortable leading teams through change in a positive and motivational wayTransparent, resilient, and trusted leadership styleExcellent communication and stakeholder management skillsBased in or close to Bath, with flexibility to travel to other offices when requiredTo discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. Similar jobs, Our client, an award-winning fintech specialising in investment and insurance data solutions, is urgently seeking a Senior Data Engineer. You will work with actuarial and asset management datasets, building end-to-end data pipelines in Python (Pandas, NumPy), SQL, GCP..., Title: Customs & Trade Compliance Manager Location: Remote (UK based) Salary: Up to £70,000 (some flexibility) + 15% bonus Pod Talent is delighted to be supporting a leading global medical solutions business in the search for a UK Customs & Trade Compliance..., We're looking for a driven, people-focused Customer Account Manager to join our growing sales team and help bring Edmunds Cocktails to more venues across the Midlands. At Edmunds Cocktails we're redefining what ready-to-serve cocktails can be. Our award-winning range is..., Director of Customer Services The Company: - National provider of full fibre networks and connectivity solutions - One of the fastest growing infrastructure businesses in the UK - Approaching unicorn status £1bn+ valuation - UK based, owned and founder led - Enterprise..., Key Responsibilities - Act as the main point of contact for customers after they begin using the company's products or services. - Support onboarding and training to help customers get started quickly and confidently. - Monitor customer usage, satisfaction, and overall..., Join Concentrix in Warsaw! About the Job: Concentrix is on a remarkable growth journey, expanding rapidly across the Nordic market! We're on the lookout for Danish & English-speaking Customer Support Specialists to join our SAS team. This is your chance to make an...

Are you passionate about building strong client relationships and delivering exceptional customer experiences? Do you thrive in a fast-paced environment where you can help clients get real, measurable value from innovative technology solutions? If so, we'd love to meet...

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