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Client Services Operations Manager
2 months ago
Job Title: Client Services Operations Manager
Job Type: Full-time
Company: Oval Recruit Ltd.
Location: Remote (with occasional travel to client sites)
Job Description:
We are seeking an experienced Client Services Operations Manager to join our team at Oval Recruit Ltd. As a key member of our operations team, you will be responsible for managing a team of customer service staff responsible for managing the day-to-day relationships with private clients, financial advisors, private banks, investment managers, and intermediaries on the technical administration of investment, pension, and wealth management portfolios.
Key Responsibilities:
- Manage a team of customer service staff, including monitoring performance and acting as a technical resource for the team.
- Work on a variety of investment vehicles, including SIPP, ISA, PEP, Unit Trust, and OEIC products.
- Act as a senior point of contact for key clients.
- Detailed technical portfolio administration.
- Liaison with technical specialists and departments, including compliance and back-office teams.
Requirements:
- At least 2 years in a similar managerial, team leader, or supervisory capacity.
- Experience of managing teams within an investment/financial services environment.
- Knowledge/understanding of SIPP's/ISA's/Unit Trusts/OEICS, etc.
- Excellent communication skills and a strong educational background, ideally degree level.
What We Offer:
- Basic salary of c.50k - 60k dependent on experience.
- Excellent training opportunities, including exam sponsorship.
- Meritocratic, flat structure, and excellent working environment.
