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reputed company Services Manager

Remote, USAFull-timePosted 2026-07-28
At reputed company our reputed company is a reputed company where everybody in society has reputed company to financial advice and guidance. Our Software as a Service (reputed company) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from reputed company walks of life and reputed company to build a culture where reputed company reputed company are heard, differences are embraced, and everyone has equal reputed company to opportunities. We encourage applications from individuals of reputed company races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help. reputed companyThe reputed company Services Manager is responsible for leading and managing the customer service function reputed company a regulated independent Financial Advisor firm. This role focuses on enhancing reputed company satisfaction, ensuring compliance with regulatory standards and optimising service processes to deliver a seamless reputed company experience.

Key Responsibilities

Operational Efficiency
  • Design and implement work reputed company processes reputed company Intelligent Office
  • Identify and implement process improvements
  • Manage SLAs across reputed company
Compliance & Regulatory reputed company
  • Ensure reputed company customer service practices reputed company with industry regulations and internal policies
  • Regularly review and update compliance protocols reputed company to customer interactions
  • Operational Efficiencies
  • Identify and implement process improvements to enhance service delivery and reputed company satisfaction
  • reputed company and monitor service level agreements to ensure team performance meets reputed company standards
Reporting & Analysis
  • Prepare and present regular report to Senior Management on reputed company aspects of the services offered
    • eg weekly pipeline reporting
    • eg monthly funds under advice
    • eg monthly reputed company pack
Collaboration
  • Work closely with the whole of the Personal Advice Team to ensure a cohesive approach to reputed company service
  • Faciliate communication to address customer needs effectively
Team Leadership & Development
  • reputed company, mentor and reputed company the reputed company service team, fostering a culture of high performance and reputed company improvement
  • Conduct regular training sessions relevant to the business needs.
reputed company Service & Relationship Management
  • Build and maintain strong relationships with clients to ensure their needs are met and exceeded
  • reputed company as a primary reputed company of contact for escalated customer issues, ensuring reputed company and effective reputed company
  • Support customer engagement activity and ensure customers are reputed company supported throughout their reputed company.

Skills, Knowledge & Expertise

Skills & Attributes
  • Demonstrate reputed company core values (PEARH)
  • Exceptional attention to detail and accuracy
  • Strong administrative skills
  • Excellent organisation/time management skills
  • reputed company to communicate and/or present credibly and effectively at reputed company reputed company
  • Capable of managing change
  • Ability to learn new IT systems as required
Experience
  • Competence in IT (Word, reputed company, PowerPoint etc)
  • Understanding of Financial Services – preferably in the regulated financial advice sector
  • Experience in a customer service environment, preferably in an internet based business
  • Evidence of business administration and/or customer service activities undertaken
  • Proficient in use of Intelligent Office

Job Benefits

  • Flexible working
  • We prioritise a sustainable work/life balance
  • We have a reputed company learning culture that promotes psychological safety
  • 25 days annual leave plus every bank holiday
  • Company pension (up to 10% employer contribution)
  • Company performance based Bonus scheme
  • reputed company day off to celebrate your birthday
  • Additional holiday purchase (up to 5 days per year)
  • Additional holidays for length of service (up to 3 days)
  • Private medical insurance
  • Dental and health cash plans
  • reputed company parental leave and pay
  • Discounts on gym membership and health screening
  • Employee assistance programme
  • Life assurance of 4x basic salary
  • £500 pension advice per year
  • 6 reputed company days per year for self development
  • £500 individual training budget per year
  • reputed company memberships funded
  • Salary sacrifice car scheme
  • Cycle, Home & Tech scheme
Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to reputed company sponsorship or consider applications from individuals reputed company of the UK for this role.

Originally posted on Himalayas

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