Client Services Manager

Mathews Comfort

North Leigh

Mathews Comfort are Financial Planners based on the outskirts of Witney. We deliver the highest level of Planning to a range of clients in and around Oxfordshire. We have a reputation for delivering a high level of service and expert advice, making meaningful differences to our clients’ lives.

LocationNorth Leigh – Nr Witney, OX29 7SW

The Role: The role of the Client Services Manager is to provide first class client care for clients of Mathews Comfort.

Key responsibilities and outputs:

Maintaining good relationships with all clients of the business; enhancing the profile of the Company within the profession •    New and existing client communications and queries • Dealing with new enquiries and prospects • Dealing with existing client enquiries • Developing and maintaining internal relationships to help maintain business flow • Promoting the profile of the business within the profession and wider communities • Continuous professional development to meet personal development needs.

Nature and scope of responsibilities:

Reports to: Head/Director of Service and Propositions

Direct Reports: Client Services Assistant

The role holder will have primary responsibility for:       

  • Knowledge and appreciation for what an amazing client experience should look and feel like.
  • 100% passion and enthusiasm for great quality client service
  • A good understanding of our house style and a love for our brand
  • Believe in our culture and deliver in such a way that you support each member of the team to thrive in their role
  • A friendly, outgoing, helpful and confident personality
  • Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do
  • Fantastic organisational skills
  • Able to keep composure under pressure
  • Ability to react quickly and innovate when value needs to be added
  • Confidently able to deal with people at all levels, backgrounds in a timely and efficient manner
  • To present a welcoming, courteous, helpful and efficient service for Mathews Comfort clients
  • To be fully knowledgeable on the Mathews Comfort client journey, propositions and offering to add as much value to the client journey as possible.
  • Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
  • On-boarding of new clients into the business
  • Dealing with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
  • Client continual improvement feedback communications and maintenance.

Remuneration: £31,000 to £40,000 depending on experience plus benefits.

Hours of work: Monday – Friday 8.00am – 4.00pm

Holidays: 23 days plus Bank Holidays.

If you are interested in this position, please email your details to Bev Tyrell, Finance Director, at

Subscribe to our mailing list

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.