Manager – Client Services

Job Summary:

As a Manager, you will assist in the running of the client services department. Duties will include but are not limited to:

  • Assisting senior management in overseeing the administration of client services team and ensuring clients receive a high level of service
  • Liaising directly and building relationships with clients and Intermediaries
  • Maintaining a varied portfolio of trust and company clients
  • Overseeing various company and trust administration tasks
  • Key contact for staff and clients
  • Staff development and training
  • Coordination of the team’s overall workflow and schedules
  • Supervising and supporting administration staff

Reporting To:

Senior Managers

Qualifications Required:

5 GCSEs or equivalent at grade C or above

Part or qualified STEP/ICSA or equivalent


  • At least 5 to 7 years in a TCSP administration environment in managing a client portfolio
  • Management and supervision
  • Staff training
  • Microsoft Office
  • CCH, Viewpoint and Laserfiche would be an advantage but not essential


External and internal training will be provided and encouraged


  • Attention to detail
  • Excellent communication skills
  • Leadership and staff management
  • Able to work under pressure and to strict deadlines
  • Organisational skills


  • Support and supervision of the administration team
  • To accomplish department objectives by managing staff; planning and evaluating department activities


  • Enthusiastic
  • Problem Solver
  • Team player
  • Proactive
  • A desire to progress their career


37.5 hours per week


  • Medicash Health Plan
  • Flexible hours and flexible working opportunities
  • Study support
  • Personal development and growth programmes
  • Team events
  • Fresh fruit weekly
  • Ongoing CPD support

Closing Date – Friday 16th June 2023