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Client Service Team Manager at TrinityBridge

Department: Wealth Planning

Setup
Hybrid
Location
Bristol, England
Type
Full-time
Level
lead/mgmt
Posted

Description

TrinityBridge is hiring a permanent hybrid Client Service Team Manager to oversee the Dorset Client Service team and support Client Service Executives across Bristol, Birmingham, and Dorset. The role manages workload, service-level agreements, training, performance management, recruitment, compliance and risk investigations, process improvement, and occasional travel to the offices. It requires strong wealth-management or asset-management knowledge, line-management experience, problem-solving ability, Microsoft skills, and familiarity with FCA and internal compliance requirements.

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