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Client Services Manager - Wealth & Family Offices

Ramsey Portia

A leading global events and insights platform within the asset and wealth management space is looking to hire a Client Services Manager to support its high-profile Wealth Management business. This is a highly visible, client-facing role sitting at the intersection of client services, sponsorship management, and event execution . You’ll play a key role in delivering premium experiences for senior stakeholders across the investment industry. Key Responsibilities & Duties: Act as the primary contact for sponsor and member firms, delivering a high-touch, “white glove” experience Manage ongoing client communications including programme updates, attendee lists, and deliverables Coordinate speaker logistics, outreach, and scheduling Support end-to-end event execution (in-person and virtual) Oversee event platforms (e.g. Cvent) including agendas, speaker profiles, and reporting Produce event materials and manage on-site deliveryCollaborate with marketing and events teams to ensure seamless execution The role requires: 2-3+ years’ experience in client services, events, or conference production Strong organisational and project management skills Excellent communication skills and attention to detail Experience with tools such as Salesforce, Cvent, and Zoom is advantageous Comfortable working with senior stakeholders in a fast-paced environment This is a fantastic opportunity to join a market-leading platform with a global reach and strong reputation across the investment management community. #J-18808-Ljbffr Ramsey Portia

Vacancy posted 4 days ago
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