Head of Client Services

Overview

In this leadership role you will steer the client services and platform administration teams within a boutique wealth management business undergoing rapid growth and transformation. You will shape operational processes to support a high-net-worth client base and a large technology investment program. The role offers visibility and influence in directing the client journey and service delivery as the firm expands through acquisition. You will collaborate closely with cross-functional teams to sustain exceptional client experience and drive efficiency in a transformative environment.

Responsibilities

• Lead the client services and platform administration teams to ensure high-quality service delivery
• Shape and optimise operational processes across the business
• Oversee client-service related workflows to support a high-net-worth client base
• Drive improvements in efficiency and client experience through process enhancements
• Support and oversee the transformation programme, including technology and systems investments
• Contribute to strategic direction and future growth initiatives aligned with the firm’s mission
• Collaborate with cross-functional teams during the integration of the acquisition and subsequent scale

Key requirements

• Leadership experience within financial planning or wealth management
• Strong understanding of financial planning administration and platform operations
• Passion for delivering outstanding client service
• Experience improving workflows, processes and operational efficiency
• Effective people manager with ability to develop and motivate teams

• leadership
• communication
• collaboration
• financial planning administration
• platform operations
• workflow optimization

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