Regional Client Services Manager

Titan WealthBristol

On-site Full-time

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Experience Level

Senior Level Manager

Qualifications

Key Qualifications:Proven experience in a managerial role within client services or a related fieldStrong leadership skills with a focus on team development and performance managementExcellent understanding of wealth management processes and client service standardsAbility to drive process improvements and ensure complianceStrong analytical and problem-solving skillsWillingness to travel as required

About the job

Role overview

The Regional Client Services Manager holds a senior leadership role focused on setting the strategic and operational direction for the Client Services division in a specific region. The position centers on managing people, improving processes, and ensuring strong performance across the region. This is not a hands-on administrative role.

Key responsibilities

Supervise 4 Client Service Managers and oversee a team of 40 staff members spread across several locations
Ensure standard operating procedures are consistently followed
Promote high-quality and compliant client service outcomes
Manage team leaders and support their professional development
Lead workforce planning and provide operational oversight
Drive ongoing improvement initiatives within the region
Report directly to the Client Operations Director

Location and travel

This position is based in Bristol. Regular travel to regional offices is required, with occasional national travel depending on business needs.

About Titan Wealth

Titan Wealth is at the forefront of the wealth management sector, committed to transforming the industry through innovative practices and exceptional client service. Our approach is built on integrity, transparency, and a dedication to helping our clients achieve their financial goals.

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