Job Vacancy: Client Services Manager
24 August 18  /  News

We are pleased to announce an opening at Mathews Comfort for a Client Services Manager to join our team:

The Role

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


North Leigh – Nr Witney, OX29 6SW


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

Hours of work

Monday – Friday 8.00am – 4.00pm


23 days plus Bank Holidays.

About Mathews Comfort

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.

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.

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

We are not interested in being contacted by any recruitment agencies.