Client Services Manager
3 days ago
Bristol
Client Services Manager \n Contract Type: Permanent \n Salary: £50,000 – £60,000 \n Start Date: ASAP \n Location: Central Bristol / Hybrid (3 / 4 days in office) \n About Us \n At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed. \n Our Purpose \n To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human. \n What you’ll be doing: \n\n • Manage, analyse and utilise Management Information (MI), identifying trends, and implement improvements that enhance conversion rates and support the company’s Statement of Intent (SOI) targets.\n, • Act as a referral point for all Client Services and Probate Consultants, providing guidance, ensuring appropriate training is in place, and monitoring competency to enhance lead conversion, objection handling, and overall effectiveness.\n, • Oversee daily lead management, ensuring that all opportunities are maximised to drive conversion rates and business growth.\n, • Collaborating across teams to ensure a seamless client experience.\n, • Contributing to continuous improvement and innovation in how we work.\n\n What We’re Looking For \n Qualifications are desirable but not essential. We are looking for individuals with some of the following experience: \n\n • Experience in a sales environment within the Legal / Professional Services.\n, • Demonstrable experience in people management, including key HR processes such as recruitment, appraisals, capability, conduct, and absence management.\n, • Proven experience in coaching and mentoring, with a strong track record of developing talent.\n\n The type of person you’ll be: \n\n • A Strong communicator – clear, empathetic, and confident.\n, • A proactive, solutions-focused individual.\n, • Ability to work independently and as part of a collaborative team.\n, • Experience in probate, legal services, or estate administration.\n, • A passion for making a difference in people’s lives.\n\n What We Can Offer You \n We believe in rewarding great work. For this role we offer the following benefits from day one: \n\n • £50,000 – £60,000 per annum\n, • Quarterly Commission scheme\n, • 25 days plus bank holidays, increasing annually to 30\n, • Health Cash Plan – Cash back for Dental, optical, and other treatments\n, • Employee discounts across a range of products and services\n, • Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy\n, • Company pension scheme – matching up to 5%\n, • Income protection insurance\n, • Life assurance policy\n, • Enhanced family leave (upon completion of probation)\n, • Cycle to work scheme\n, • Employee Assistance Programme\n\n Why join us: \n\n • A supportive, people-first culture.\n, • Opportunities for growth and development.\n, • A chance to make a real impact during life’s most challenging times.\n, • Hybrid and flexible working options to suit your needs.\n\n Where you’ll be working: \n\n • Our office based at Spectrum House, Bond Street Bristol BS1 3LG / Hybrid – Office Attendance 3 – 4 days per week.\n\n Hiring Process – What to Expect \n We like to keep things clear and straightforward. Here’s what you can expect: \n\n • Application review – We review applications on a rolling basis and will contact you when shortlisted.\n, • Initial chat – A short call with Kieren to get to know you better. There will be some element of competency here, but we aim for it to be more conversational (30mins).\n, • Interview – This is your competency-based interview with the hiring manager(s) (up to 60mins or up to 90mins with task).\n, • Task (if applicable) – A chance to show us how you think, this may be part of the interview or done before/after depending on the role.\n, • Final Stage (if applicable) – Meet more of the team and ask any final questions.\n, • Feedback – We will contact you following your interview, typically within 1 week.\n, • Support – We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments, whether that’s for an interview or any part of the process, please let us know. We’re happy to have a conversation about how we can best support you.\n\n Ready to Apply \n If Kings Court Trust sounds like the kind of place where you’d thrive, we’d love to hear from you. Apply now and help us shape the future of estate administration. \n Equality, Diversity and Inclusion \n At Kings Court Trust, we’re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience – nothing else. \n We’re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do. \n By applying for this role, you’re sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy, available on our website.