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Customer Services Manager - Financial Services
Job Posted: 4 hours ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Farnham, Surrey
Expire in: a month
Job Description
Customer Services Manager - Financial Services
Farnham
£45,000 DOE
Do you excel at leading high-performing customer service teams in a fast-paced financial environment? Are you ready to step into a strategic leadership role where operational excellence meets commercial growth?
We're seeking a Customer Services or Sales Manager to head a dynamic client support function within a leading financial services organisation. This is an opportunity to shape a customer-first culture, drive measurable results, and lead a team that consistently delivers exceptional service to individual and business clients.
What You'll Do
Lead and Inspire: Manage a motivated customer service team, setting clear KPIs and coaching for high performance.
Drive Commercial Success: Own departmental targets around customer satisfaction, retention, upsell opportunities, and revenue growth.
Enhance Processes: Streamline operations to improve response times, increase client conversions to premium services, and reduce resolution times.
Collaborate Across Teams: Work closely with sales, compliance, and operations to ensure seamless customer journeys and service-led growth.
Strategic Impact: Provide insight and data to senior leadership, supporting board-level decision making.
Champion Compliance: Ensure all processes meet regulatory requirements and industry standards.
What You'll Bring
Experience: At least 2 years in a client-facing, team-management role within financial services or a similar regulated industry.
Leadership: Strong people-management skills with a track record of motivating teams to meet ambitious targets.
Commercial Mindset: Comfort with KPIs, upsell metrics, and customer retention strategies.
Communication: Excellent stakeholder management and problem-solving abilities.
Organisation: Outstanding time-management skills and a passion for continuous improvement.
Desirable
Experience managing cross-functional projects.
Professional qualifications in customer service, finance, or management.
Benefits
25 days' holiday plus bank holidays
Company pension plan
Healthcare cash plan
Professional development and study support
Perks platform and cycle-to-work schemeBefore You Apply
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Looking for your next career move? Join a top company hiring Customer Services Manager - Financial Services job near me in Farnham, Surrey! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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