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Client Services Manager (O910648)


Accounting & Finance

£30,000 plus excellent benefits

Full time / Permanent

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Job description


Our Client is an award-winning, market leading FinTech business, headquartered in City of London, with international operations and offices. In order to manage growth, they are seeking a Client Services Manager to develop and manage relationships with independent financial advisers, throughmarket leading service and support as well as process client and adviser firms' instructions efficiently.

Role Profile

  • Answering calls from adviser firms and their clients promptly, providing them withhigh quality service
  • Carrying out instructions received via post and e-mail within the agreed time-scales
  • Prioritising and managing your workload throughout the day
  • Responding to queries from clients, advisers and colleagues in a timely manner
  • Adhering to all processes and deadlines ensuring our service is consistent and thebusiness is compliant with FCA regulations
  • Understanding the risks and governance requirements for the group and adhere tothe controls in place, flagging and escalating risks and errors that you find
  • Being alert to fraud attempts and take care to safe-guard our clients' investmentsand data
  • Developing and managing relationships with the financial adviser firms based in theregion of the UK assigned to your team
  • Owning and managing relationship with a small number of key adviser firms
  • Understanding the different business models of the Adviser firms that you manage
  • Resolving complaints and errors quickly, sensitively and accurately.
  • Always look for ways in which we can improve our service, reduce errors andindividual or team efficiency

Person Profile

  • Minimum of 18 months financial services experience
  • Minimum of 18 months experience in client facing role
  • Knowledge and understanding of ISAs and Pensions
  • Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities


  • Financial Services Qualification (IOC, CFP)
  • Knowledge of Onshore and Offshore Bonds
  • Knowledge of structured products, fixed interest products and Investment Trusts

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