{"id":2500290,"url":"https://alion.io/job/trinitybridge-client-service-manager","title":"Client Service Manager","company":{"id":7876,"name":"TrinityBridge","domain":"trinitybridge.com","url":"https://alion.io/company/trinitybridge","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"HiBob","truth_index":null},"role":"Field & Service","role_family":"Field & Service","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bristol, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":35000,"max_usd":65000,"period":"year","method":"role_country_seniority_unknown","sample_n":1199},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-05T15:08:50Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-16T17:08:38Z","board_verified":true,"closed_at":null,"days_open":72,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":72},"description":"Support Client Service Executives (CSEs) in Bristol and Birmingham in their day to day activities within the region and assist the Managing Directors to ensure efficiency and profitability within each Practice. Whilst the Dorset Client Service Team is managed on a day-to-day basis by the existing Client Service Manager, this role retains overall accountability for the team's performance, service delivery and direction.Key responsibilities\nCSE line management, oversight and support covering multiple locations\nOwnership, co-ordination and prioritisation of workload within the CSE team ensuring Service Level Agreements are met at all times\nOversight of the Dorset Client Service team\nIdentify and satisfy training and development of line reports within the practices, developing a culture of performance management, improvement and appraisal as a foundation for excellent organisational performance\nHold regular one to one meetings with CSEs \nConduct a thorough interview process for new hires, recruiting talent to ensure a high performing team\nConduct annual appraisal meetings with feedback from Managing Directors and Advisers \nProvision of CSE duties if necessary \nAwareness of the CST Manual and contents - keep up to date with changes and cascade these to CSEs\nIdentify and ensure definition and application of Best Practice, to instil continued improvement themes and efficiency gains, all with aim of excellent client experience and the right client outcomes\nSupporting the integration of acquired businesses into the region\nRisk Events Investigation\nLiaise with compliance to assist with complaint investigation\nInvolvement in ad hoc project work as directed by Head of Advice Services /Managing Directors\nRoll out of new processes and training of CSEs as required\nCollaborate with various teams around the business as and when applicable\nCollaborate and work with colleagues within the Practices to ensure success and operational efficiency and profitability.\nOccasional travel to the Bristol, Birmingham & Dorset offices \nRegulatory responsibilities | Compliance/T&C\nAbility to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.\nUnderstand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.\nAbout you | Qualifications, skills and strengths\nVery strong knowledge of front to back working practices in Wealth Management, Asset Management or similar industry\nGood understanding of workflows to identify gaps in processes and update/maintain procedures\nExperienced in problem solving with a focus on the outcome not just the task.\nStrong Line Management experience focusing on mentoring and developing staff including objective setting, performance against objectives and succession planning.\nAbility to communicate and escalate potential issues in a prompt and effective manner.\nAbility to work with people at all levels and across the business\nConfidence and ability to challenge and influence others to achieve consistent approach\nFlexible approach to a changing organisation and organisational structure\nAble to multi task and work at pace while retaining attention to detail and a client service focus.\nStrong Microsoft skills \nAdhere to the core values of TrinityBridge \nAt TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.\nWe appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.\nTo avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.\n#LI-EM1 #LI-SY1\nEqual Opportunities\nAs an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.Company Overview\nAt TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.\nWe are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.\nSustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.\nWe offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.\nWe recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.\nWe are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at .","description_format":"text","description_chars":6648,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-14T05:41:31Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-10-16T06:21:30+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":10,"band":"cold","label":"Long shot","p_open":1,"p_active":0.356,"p_room":0.28,"age_days":71,"expected_fill_days":26,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-16T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/trinitybridge-client-service-manager","json_url":"https://alion.io/job/trinitybridge-client-service-manager.json","meta":{"generated_at":"2026-10-16T17:58:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2806,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-17T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7876},"rest":"https://alion.io/mcp/rest/get_company?id=7876"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftrinitybridge-client-service-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftrinitybridge-client-service-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftrinitybridge-client-service-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/trinitybridge-client-service-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftrinitybridge-client-service-manager"}]}