Customer Success Manager (Wealth Manager)

TN United Kingdom; London; Remote; GBP 50,000 - 60,000; Full time

Job summary

An established industry player is on the lookout for a Customer Success Manager to enhance customer outcomes in the Wealth Management sector. This role involves leading a dedicated team to ensure regulatory compliance and effective servicing obligations. You will engage with senior stakeholders, manage high-visibility projects, and drive positive customer experiences. The position offers a competitive salary and the flexibility of primarily remote work, making it an exciting opportunity for those passionate about customer service and compliance in a dynamic environment.

Qualifications

• Experience managing multiple priorities in a fast-paced environment.
• Strong understanding of regulatory requirements and service models.

Responsibilities

• Lead a team to manage remediation activities and ensure accurate payments.
• Create precise management reports and support compliance teams.

Skills

Stakeholder Management

Regulatory Compliance

Customer Service

Organizational Skills

Analytical Skills

Job description

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Customer Success Manager (Wealth Manager), London

Client:

Location:

London, United Kingdom

Job Category:

Customer Service

-

EU work permit required:

Yes

Job Reference:

da5a27122ec0

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Our client, a leading Wealth Manager and Advisor, is seeking a Customer Success/Outreach Manager to handle adviser servicing obligations. You will lead a small team, and your work will contribute to positive customer outcomes through effective management of remediation activities related to servicing obligations. This role will initially be a 2-year fixed-term contract.

• Assisting senior stakeholders to ensure fair customer treatment and regulatory compliance.
• Leading a team to manage remediation activities and ensure accurate redress payments.
• Working with third-party stakeholders to uphold service level agreements (SLAs).
• Creating precise and timely management reports.
• Supporting complaints and past business review teams as needed.
• Providing expertise on payment types and requirements.
• Consumer Duty.

To excel in this role, you should have:

• The ability to thrive in a fast-paced, agile environment, managing multiple priorities and senior stakeholders.
• Experience with high-visibility projects.
• A strong understanding of the Network model and regulatory requirements for ongoing services.
• In-depth knowledge of point of sale systems, policies, and procedures.
• A curious and investigative mindset with a customer-first approach.
• Exceptional organisational skills and attention to detail.
• Confidence in presenting to and engaging with senior management/executive audiences.

This role offers a base salary of up to £60,000 and the opportunity to work primarily remotely.