Financial Services Client Support Manager

Transact; Greater London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading investment wrap platform in the UK seeks a Client Relationship Manager to engage directly with clients, handle their portfolio instructions, and ensure exceptional customer service. The role involves identifying and supporting vulnerable clients, safeguarding client investments from fraud, and adapting service approaches based on client needs. The position offers competitive remuneration and opportunities for career advancement through sponsored qualifications. This is a fantastic chance to grow within a market-leading firm in Central London.

Benefits

Discretionary bonuses

Pension contributions

Health insurance

Employee share scheme

Qualifications

• Experience in the financial services sector is preferred.
• Ability to provide excellent customer service and support.
• Capacity to handle diverse client portfolios with care.

Responsibilities

• Manage client relationships and portfolio instructions.
• Safeguard clients' investments and data from fraud attempts.
• Register vulnerable clients for appropriate support.

Skills

Client facing experience

Attention to detail

Customer service commitment

Adaptability to client needs

Job description

A leading investment wrap platform in the UK seeks a Client Relationship Manager to engage directly with clients, handle their portfolio instructions, and ensure exceptional customer service. The role involves identifying and supporting vulnerable clients, safeguarding client investments from fraud, and adapting service approaches based on client needs. The position offers competitive remuneration and opportunities for career advancement through sponsored qualifications. This is a fantastic chance to grow within a market-leading firm in Central London.