Platform Financial Services Manager

3 weeks ago

London, Greater London, United Kingdom Dimensions Specialist Recruitment Ltd Full time
Financial Services Platform Services Manager

We are seeking a highly skilled Financial Services Platform Services Manager to join our team at Dimensions Specialist Recruitment Ltd. As a key member of our team, you will be responsible for providing exceptional customer service to our platform clients, ensuring that their needs are met and exceeded.

Key Responsibilities:

  • Provide front-line telephone servicing and support to platform clients, responding to their queries and resolving issues in a timely and professional manner.
  • Liaise extensively with financial planners, paraplanners, and wealth managers (intermediaries), building strong relationships and providing outstanding service to all and any queries that clients and their clients have with the platform.
  • Take ownership of queries, analysing, researching, and providing solutions using knowledge of the systems and processes.
  • Ensure all client and intermediary communication is accurate, appropriate, and delivered at the right time, including emails, letters, and platform updates.
  • Input, manipulate, and maintain data on the platform and client relationship management systems to perform required service tasks, including processing ISA subscriptions and payment instructions in line with HMRC and company policies.
  • Assist in the testing of the development of the platform, including writing and maintaining user acceptance testing scripts.
  • Evaluate, improve, and streamline processes and procedures for servicing platform business.
  • Work closely with the Platform Relationship Managers and Operations team to provide excellent customer service to intermediary practices.

Requirements:

  • Knowledge of the UK platform market, including the regulatory environment.
  • Experience of platform administration, including tax wrappers.
  • Knowledge of retail investments and investment management, including operational knowledge.
  • Ability to build ongoing relationships, manage client expectations, and plan, organise, actively listen to, troubleshoot, and resolve customer queries.

This is a fantastic opportunity to join a highly respected Investment Management organisation and contribute to their success. If you have the skills and experience required, we would love to hear from you.

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