Customer Support Manager

4 days ago


London, UK, United Kingdom Transact Full time
Job Description

We are currently recruiting an exciting opportunity on our direct client team. You will be responsible for managing relationships with our direct clients whilst processing their portfolio instructions within agreed timescales. You will be a Vulnerable Client Champion and will demonstrate a passion for providing market-leading customer service.

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. We offer a competitive salary of £33,000 which has potential to increase to £38,500 within 2 years upon being deemed fully competent in the role. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm.

The Role

The service we provide to our clients is at the forefront of everything we do. Your responsibilities will include:
  • Answering calls and live chats from clients promptly, providing them with high quality service. Aiming to supply all the information needed on the first contact efficiently and accurately, in a way that is understood by the client.
  • Being alert to fraud attempts and taking care to safeguard our client's investments and data.
  • Identifying and registering vulnerable clients to ensure that the appropriate level of support and oversight is provided.
  • Being aware of and sensitive to different client's needs and adapting your approach accordingly.
  • Always look for ways in which we can improve our service, reduce errors and individual or team efficiency.


Person Specification

The ideal candidate will have client facing experience within financial services and will be driven by a commitment to provide excellent customer service. You should be attuned to diverse client needs and capable of adapting your approach accordingly. You will demonstrate a high degree of accuracy and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with.

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.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.

About Us

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £64.1 billion of funds under direction (as at September 2024) on behalf of over 8,000 advisers and 235,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

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.



  • London,, UK, United Kingdom Swap Full time

    Company Say hello to the ecommerce OS.Swap is a leading software provider dedicated to empowering e-commerce brands with innovative, data-driven solutions. Our cutting-edge platform helps online retailers optimise their operations, enhance customer experiences, and drive growth. We are committed to fostering a collaborative and inclusive work environment...


  • London,, UK, United Kingdom ABR Talent l Customer Success Recruitment for Start-up & Scale-up SaaS businesses Full time

    The Company:Innovative scale-up looking to change the world of coaching and mentoring in the corporate world.Well-funded. Over $12mil to date, solid runway and a global client base!The Opportunity:Work closely with the Head of Customer Success as the first CSM hire!As a scaling business and a developing function, the role needs someone ready to come in with...


  • London, UK, UK, United Kingdom Askable Full time

    ⭐️ Heads up! This role is based in-person at our office in Shoreditch, London. ⭐️ About AskableAskable began in 2017 as an idea scribbled on a sticky note, born out of frustration with the clunky, outdated research processes we’d experienced firsthand. We saw a world full of great ideas bogged down by slow, unresponsive research methods. So, we set...


  • London,, UK, United Kingdom Liberty Towers Full time

    Customer Support EngineerLondonHybrid - 3 days in officeSalary: £55,000We are seeking a dedicated and customer-focused Customer Support Engineer to join our team, a leading provider of a cloud based Platform-as-a-Service (PaaS) solution. This role bridges technical troubleshooting and customer experience, making it ideal for someone with a background in...


  • London,, UK, United Kingdom ABR Talent l Customer Success Recruitment for Start-up & Scale-up SaaS businesses Full time

    The Company:Privately owned high-growth MedTech solution helping drive clinical value and patient engagement!Looking to 5x their revenue by end of 2025 and close to securing Series-A funding!Customer Success focussed! Despite being a young business, they know that a Customer Centric direction is key!The Opportunity:Lead the Customer Success strategy for this...


  • London,, UK, United Kingdom Swap Full time

    Company Say hello to the ecommerce OS.Swap is a leading software provider dedicated to empowering e-commerce brands with innovative, data-driven solutions. Our cutting-edge platform helps online retailers optimise their operations, enhance customer experiences, and drive growth. We are committed to fostering a collaborative and inclusive work environment...


  • London,, UK, United Kingdom Lawhive Full time

    We’re on a mission to make sure everyone has access to the law.Lawhive is an online platform for consumers and small businesses to get legal help for a fraction of the cost of a law firm. Our platform combines regulated human lawyers collaborating alongside the world’s first AI lawyer specifically built for consumer legal work.Equal access to the law is...


  • London,, UK, United Kingdom Harnham Full time

    CUSTOMER INSIGHTS MANAGER (CX)UP TO £70,000LONDONHarnham are working with a well-known financial services business, hiring for a Customer Insights Manager. The Customer Insight Manager will be responsible for building out a new function within the business, with the aim of turning measurement of CX into a science.THE ROLE:The Customer Insights Manager will...


  • London,, UK, United Kingdom Eurobase People Full time

    Eurobase is an international software and service provider to financial institutions in over 25 countries. We provide enterprise wide solutions for insurance companies, banks and other financial institutions as well as IT recruitment services.Our aim is to be recognised as thought leaders in the sectors we operate, and to deliver innovative solutions that...


  • London,, UK, United Kingdom ThoughtSpot Full time

    What is the job?Customer Success ManagerWe are looking for a talented Customer Success Manager (CSM) to drive adoption and success within a portfolio of top-tier customer accounts. By building exceptional relationships with each customer that you manage, you'll deliver value at all stages of the customer journey to drive mutual success and growth. If...


  • London,, UK, United Kingdom Stott and May Full time

    Exciting Opportunity with a Fast-Growing, Venture-Backed Company Transforming the Pharmacy IndustryThis rapidly expanding company, after achieving tremendous success in Australia by revolutionizing how pharmacies adopt technology, is now entering the UK market. Their modern, user-centric platform leverages AI and analytics to deliver efficient, secure, and...


  • London,, UK, United Kingdom Inspiring Interns & Graduates Full time

    Are you an experienced Customer Services / Operations Manager?Experience in managing solar PV and battery project delivery would be a distinct advantage, as would a formal project management qualification.Our client offers industrial & commercial customers fully funded solar PV & battery solutions, entering into power purchase agreements with customers to...


  • London,, UK, United Kingdom Onclusive Full time

    12 MONTH FIXED TERM CONTRACT - MAT COVERAbout the Function:The Customer Success Management function will be responsible for developing and fostering strong relationships with our customers, being their leading point of contact, for all matters pertaining to their account.As a CSM, you will be taking ownership of a critical portfolio of customers, including...


  • London,, UK, United Kingdom Userled Full time

    *** This job is also open for U.S. candidates in our US office ***Userled is looking for a Customer Success Manager to work alongside our Customer Success Lead to help build the strategy and foundation that will help scale the function for the next 100 customers. It's an exciting time to join and we are lucky to work with some of the biggest names in B2B...


  • London,, UK, United Kingdom OMNES Full time

    OMNES is a modern, sustainable and cost-conscious women’s fashion brand, designing ethically crafted clothing. OMNES means ‘all’, a reflection of the fact that we all need to work together to change the way we shop, wear and think about fashion. OMNES focuses on timeless designs with a considered approach to how their pieces fit bodies of all shapes...


  • London,, UK, United Kingdom Mind Detect Full time

    World leading cloud-native data platform is searching for a Customer Success Manager to join their expanding team in London. Underpinned by AI, data science, and a secure data foundation, this advanced platform makes data actionable with user-friendly dashboards and apps (advanced analytics) to amplify business impact exponentially.The successful candidate...


  • London,, UK, United Kingdom Global Games Show Full time

    Responsibilities:Onboarding and Training:Lead the onboarding process for new customers, ensuring a smooth and positive experience.Provide training sessions to clients on product features, functionality, and best practices.Relationship Management:Develop and nurture strong relationships with key stakeholders within client organizations.Act as the main point...


  • London,, UK, United Kingdom Qargo TMS Full time

    About QargoQargo is a tech start-up with offices based in London and Ghent (Belgium). We’re on a mission to transform the transportation industry by making it more efficient, profitable and sustainable. Together, we are building the most user friendly and intuitive Transport Management System (TMS) on the market that automates administrative processes and...


  • London,, UK, United Kingdom Bright Selection Full time

    Flagship Customer Relations Manager£50,000 + OTECentral LondonCustomer Relationship Manager Role with Prestigious Flagship Luxury Care HomeAn exciting opportunity has arisen for a Customer Relations Manager to join a leading luxury care provider at their prestigious flagship location in Central London. This role combines responsibility for generating...


  • London, UK, United Kingdom Hestia Housing Support Full time

    We are Hestia. We make a difference. At Hestia, we are guided by our core values and are dedicated to fostering an equitable, diverse, and inclusive organisation. We provide a range of services, including Domestic Abuse support, Modern Slavery assistance, Mental Health & Complex Needs care, and Criminal Justice. Our mission is to empower individuals to...