Client Services Manager
3 days ago
Estimated Salary: £35,000 - £50,000 per annum
About the Role:
We are seeking an experienced Client Services Manager to oversee the Client Order Management activities for our institutional client base. The successful candidate will support the execution of core activities in a changing and dynamic environment, ensuring the provision of a superlative service that aligns with operational and strategic goals.
Main Responsibilities:
- Identify processes and service enhancements, or potential risks, to ensure the client service provided is of the highest standard and remains fully compliant.
- Manage the resolution of complex outstanding items, business issues, and rectify anomalies to ensure a high level of customer service.
- Produce insightful and meaningful MI reporting to management highlighting trends, analysis, and errors.
- Develop and maintain effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team objectives/goals.
- Resolve all day-to-day operational issues or errors and resolve anomalies to ensure a high level of customer service and accurate transactions.
- Maintain procedure manuals, task lists, and risk maps as necessary and ensure procedural enhancements are implemented and communicated to team members as required.
- Ensure you are acting in line with our Treating Customers Fairly (TCF) policies.
Requirements:
- Dealing experience in unit linked and/or segregated mandates and/or middle office experience in an accounting or transactional based role.
- Experience or understanding in Institutional business within asset management.
- Track record of exposure to business risk and policies and procedures.
- Strong Excel skills - VBA (desirable).
- Good experience of working with data.
Benefits:
- The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.
- Generous pension contribution.
- Life assurance.
- Private medical insurance (permanent employees only).
- At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday.
- Competitive family leave.
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice.
- There are the many discounts we offer – both for our own products and at a range of high street stores and online.
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