Client Liaison Manager Jobs

Kingswood Group

Location:
United Kingdom, Glasgow

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for an experienced Client Liaison Manager/Office Manager to join us on a full-time, permanent basis at our Glasgow office. You'll be responsible for providing support to a team of Finance Administrators and provide support to the National Client Liaison Manager with operational management tasks. As a Client Liaison Manager, you will actively train, coach, support and monitor your team’s performance and provide regular feedback. You’ll be someone who can prioritise workloads to ensure our clients and teams are given the very best service and support. Please note, this role will require in-person office visits to Glasgow and regular travel to other site locations where necessary.

Job Responsibility:

Lead, supervise and motivate a team of Client Liaison Administrators by setting clear goals and support the daily operations including monitoring performance
Meet and greet clients and other visitors to the office
assist advisers in the creation of client financial reports and letters, including compilation of annual review packs, production of valuations and client investment reports and ensuring that these are recording accurately and in a timely manner
Maintain oversight of Individual Training Plans, MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions
Support a culture of continuous improvement with a view to continually seek ways to improve customer service, quality and efficiency
Take appropriate steps to maximise efficiency of colleagues and operational processes
Responsible for monitoring the quality of work across client interaction work and business processing and escalate to management where appropriate
Sign off staff holidays and ensure adequate cover for the office is made
Proactively review QA results, ensuring any follow up or corrective action is relevant and carried out timely, to achieve QA targets
Support the Training and development framework in delivering a right 1st time approach that also empowers colleague development within the business
Ensure shared working area is kept up to date and all client documents are saved on the X drive when finalised
Maintain up to date client and colleague records according to the company standard
Act as a point of contact for clients in the Wealth Planner’s absence and deal with client queries, including booking client meetings
Provide support over a very wide range of tasks
Contribute to project work, providing thought leadership and SME knowledge
Celebrate success, recognise your colleagues for a job well done and create positive culture and client centric ethos across the team
Lead your team through any merger related activity as we combine our business with Mattioli Woods

Requirements:

Proven track record of excellent Customer service within a Financial Services Operational environment
Able to demonstrate a strong client focus
People and performance management
Have a can-do attitude
Problem solving and decision-making ability outside of established procedures but within a policy framework
Ability to adjust to challenges and pressures in the day-to-day business
experience of achieving results, deadlines and SLA's

What we offer:

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Additional Information:

Job Posted:
December 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Liaison Manager