Client Service Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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:

Administering instructions such as investments, deposits and transfers within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently
Prioritising and managing your own workload throughout the day
Quality checking your own work and the work of your colleagues
Handling incoming telephone calls
Developing and maintaining relationships with Financial Advisers
Providing support to Financial Advisers and their staff in order to develop their understanding of the Transact platform

You will be fundamental to the success of our business, responsible for each piece of work from start to finish - ensuring accurate administration and communicating with the Financial Adviser, answering any questions they may have along the way.

From day one we will invest heavily in your training and development with a comprehensive training programme.
We also sponsor you to complete relevant financial professional qualifications such as the IOC or equivalent.

Our regional structure means thatyou will be on a small team of approximately 8-10 Client Service Managers, allowing you to build rapport with advisers and also form close, supportive, relationships with your team.

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 customerservice role.

You will also be able to demonstrate a high degree of accuracy, have a keen attention to detail and the desire to "get it right first time", along with an understanding of some of the key financial products and wrappers that we work with.

In return, you will receive a generous company benefits package which includes a discretionary bonus, company pension, BUPA healthcare and the potential for up to 30 days of annual leave.

The role is based in our central London office, with two days a week in the office and three days a week from home, the hybrid model was recently made permanent after the successful completion of a pilot scheme.

**Equal Opportunities