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Client Service Manager

4 months ago

London, UK, United Kingdom Transact Full time


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’.

Your responsibilities when you join Transact as a Client Service Manager will include:

  • Administering instructions such as investments, deposits and transfers within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently.
  • Prioritising and managing your own workload throughout the day.
  • Handling incoming telephone calls.
  • Developing and maintaining relationships with Financial Advisers .

You will be fundamental to the success of our business, responsible for each piece of work from start to finish - ensuring accurate administration and communicating with the Financial Adviser, answering any questions they may have along the way.

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. Whether you are looking for your first step into financial services or you are already in the world of work, this is a fantastic opportunity to build your career within a market leading FTSE 250 firm.

Do you think you could be a good fit? Please submit your application below and we will be in touch.

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.

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,500 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.