Client Service Manager

TN United Kingdom; London; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Service Manager to enhance relationships with financial advisers. This role is ideal for those who thrive in fast-paced environments and have a passion for the financial services industry. You will manage customer queries, support advisers in understanding the platform, and ensure high-quality service delivery. With opportunities for career development through sponsored qualifications and a competitive remuneration package, this position offers a unique chance to grow within a leading investment wrap platform. Join a diverse and inclusive workplace that values individual differences and fosters employee well-being.

Benefits

Company Discretionary Bonus

Excellent Pension Contributions

Staff Share Scheme

BUPA Health Insurance

Buying and Selling of Annual Leave

Sponsorship of Professional Qualifications

Qualifications

• Experience in corporate customer service within the financial services industry.
• Strong communication skills and a passion for delivering high-quality service.

Responsibilities

• Manage relationships with Financial Advisers and understand their requirements.
• Handle queries via phone, email, or letter while processing requests promptly.
• Quality check your work and support Financial Advisers in using the platform.

Skills

Customer Service

Communication Skills

Attention to Detail

Relationship Management

Education

Relevant Financial Service Qualifications

Job description

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Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in ‘getting things right the first time’.

The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. Whether you are looking for your first step into financial services or you are already in the world of work, this is a fantastic opportunity to build your career within a market leading FTSE 250 firm.

About the role

The service we provide to our customers, who are financial advisers, is at the forefront of everything we do. Your responsibilities when you join Transact as a Client Service Manager will include:

1. Developing and maintaining relationships with Financial Advisers through understanding their requirements.
2. Providing support to Financial Advisers and their staff in order to develop their understanding of the Transact platform.
3. Handling all queries received by phone, email or letter.
4. Processing requests to agreed service levels.
5. Prioritising and managing your own workload throughout the day.
6. Quality checking your own work and the work of your colleagues.

This role is ideal for someone who takes pride in their work and who has a real passion for the financial services industry and for providing a high quality service. You will have strong communication skills and previous experience within a corporate customer service role from within the financial services industry. You will also be able to demonstrate a high degree of accuracy, have a meticulous nature and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with.

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

A hybrid working model operates across the Group (2 days a week minimum in the London office) with a focus on ensuring work/life balance and fostering employee well-being and a culture of belonging.

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £64.1 billion of funds under direction (as at September 2024) on behalf of over 8,000 advisers and 235,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.