Client Service Manager

21 hours ago

City Of London, United Kingdom Transact Full time

Client Service Manager – Transact Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast‑paced environment, has experience in corporate customer service and takes pride in “getting things right the first time”. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. Responsibilities Developing and maintaining relationships with Financial Advisers through understanding their requirements. Providing support to Financial Advisers and their staff in order to develop their understanding of the Transact platform. Handling all queries received by phone, email or letter. Processing requests to agreed service levels. Prioritising and managing your own workload throughout the day. Quality checking your own work and the work of your colleagues. Qualifications You will have strong communication skills and previous experience within a corporate customer service role from within the financial services industry. You will also be able to demonstrate a high degree of accuracy, have a meticulous nature and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with. Benefits We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. A hybrid working model operates across the Group (2 days a week minimum in the London office) with a focus on ensuring work/life balance and fostering employee well‑being and a culture of belonging. Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation. #J-18808-Ljbffr

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