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Permanent

Client Service Manager

London
money-bag 33000.00-33000.00 Annual
3085435790
Posted Yesterday

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. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm.About the role The service we provide to our customers, who are financial advisers, is at the forefront of everything we do. Your responsibilities when you join Transact as a Client Service Manager will include:• 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.This role is ideal for someone who takes pride in their work and who has a real passion for financial services and providing a high quality service. Y

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