Client Services Manager – Mid-Corporate Banking

Investec; Greater London; Sur place; GBP 55 000 - 75 000; Plein temps

Résumé du poste

Investec in the UK is building a distinctive Mid-Corporate Banking proposition. We are seeking a Service Manager to partner with Relationship Directors and product teams to deliver a seamless, client-led onboarding and servicing experience.

You will coordinate onboarding, activation and migration plans, work with Operations, KYC, Legal and other teams, and act as a trusted point of contact for mid-market clients throughout their banking relationship.

Qualifications

• Experience in a client service, client relationship or service management role.
• Strong understanding of corporate banking clients and corporate banking products.
• Ability to navigate banking systems and work effectively across operational teams.
• Experience coordinating stakeholders across multiple functions to deliver positive client outcomes.
• Strong communication skills with the ability to build credibility and trusted relationships with clients and colleagues.
• Excellent organisational, prioritisation and problem-solving skills.
• Strong analytical thinking and the ability to manage complex situations effectively.
• Learning agility, curiosity and an interest in leveraging technology, including AI and CRM tools, to enhance client service.

Responsabilités

• Partnering with Relationship Directors and Product teams to showcase and deliver Investec’s client service proposition to prospective and existing clients.
• Understanding clients’ operational banking requirements and contributing to the development of tailored client solutions and proposals.
• Creating onboarding, activation and migration plans that give clients confidence throughout their transition to Investec.
• Coordinating the end-to-end onboarding journey, working closely with Operations, KYC, Product and Legal teams to ensure a smooth experience.
• Leading client welcome calls, setting clear expectations and maintaining proactive communication throughout implementation.
• Supporting the migration of transaction banking accounts and payment information onto Investec platforms and services.
• Managing service-related queries and complex escalations, ensuring issues are resolved efficiently and effectively.
• Conducting service reviews and coordinating account closures or client transitions when required, ensuring a professional and seamless experience throughout the client lifecycle.

Connaissances

Client relationship management

Banking operations coordination

Stakeholder management

Communication skills

Problem solving

Digital tools (CRM/AI)

Description du poste

Investec in the UK is building a distinctive Mid-Corporate Banking proposition. We are seeking a Service Manager to partner with Relationship Directors and product teams to deliver a seamless, client-led onboarding and servicing experience.

You will coordinate onboarding, activation and migration plans, work with Operations, KYC, Legal and other teams, and act as a trusted point of contact for mid-market clients throughout their banking relationship.