Service Manager

Investec; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client relationship management

Banking operations coordination

Stakeholder management

Communication skills

Problem solving

Digital tools (CRM/AI)

Job description

At Investec, we’re building something distinctive. Our new Mid-Corporate Banking proposition is designed to deliver Corporate Banking that feels like Private Banking, supporting ambitious, fast-growing businesses with a highly personalised and connected client experience.

As a Service Manager, you will play a pivotal role in bringing this vision to life. Working closely with Relationship Directors and specialist teams across the bank, you will act as a trusted partner to clients throughout their journey with Investec. From onboarding and activation through to ongoing servicing, you will help ensure every interaction is seamless, responsive and relationship-led.

This is an opportunity to join a dynamic and experienced team at an exciting stage of growth, helping to shape the future of Investec’s Mid-Corporate Banking offering in the UK. You will build strong relationships with clients' Finance and Operations teams, acting as a key point of contact and ensuring they receive exceptional support throughout their banking relationship.

What will I be doing?

• 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.

What are we looking for?

Essential skills and experience

• 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.

Desirable skills and experience

• Experience supporting onboarding, activation or migration activities within a banking environment.
• Experience managing operational service reviews and client service escalations.
• Knowledge of transaction banking products and services.
• Experience working closely with relationship management, product, operations, legal or KYC teams.
• Understanding of the operational needs of mid-market corporate clients.
• Experience coordinating end-to-end client lifecycle activities across multiple stakeholders.
• Interest in continuous improvement and enhancing client experiences through process optimisation.
• Ability to build strong relationships with client Finance and Operations teams.

At Investec, we look for people who bring curiosity, integrity and a collaborative mindset. You'll be committed to delivering fair client outcomes, maintaining appropriate regulatory knowledge and contributing to a culture where exceptional client service and teamwork are at the heart of everything we do.

If you're passionate about building meaningful client relationships and want to help shape a growing corporate banking business with a distinctive approach to service, we'd love to hear from you.