Client Services Manager – Wealth & Family Offices

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.

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