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- Tasks: Manage client relationships and provide top-notch customer service through calls and live chats.
- Company: Join Transact, a leading independent investment wrap platform in the UK with a strong market presence.
- Benefits: Enjoy remote work flexibility, competitive pay, bonuses, health insurance, and sponsorship for professional qualifications.
- Why this job: Build your career in a supportive environment while making a real impact on clients' financial journeys.
- Qualifications: Client-facing experience in financial services and a commitment to excellent customer service are essential.
- Other info: Work in a diverse and inclusive workplace with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
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. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm.
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.
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.
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.
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.
Customer Support Manager employer: London, United Kingdom
Contact Detail:
London, United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Support Manager
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the various tax wrappers and investment types mentioned in the job description. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Demonstrate your customer service skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss specific situations where you adapted your approach to meet diverse client needs, as this is crucial for the role.
✨Tip Number 3
Research Transact and its services thoroughly. Understanding their platform and the unique selling points of their offerings will enable you to articulate why you're a great fit for the company and how you can contribute to their mission of providing excellent customer service.
✨Tip Number 4
Prepare to discuss your approach to identifying and supporting vulnerable clients. Think about how you would handle sensitive situations and ensure that you can convey your commitment to safeguarding clients' investments and data during the interview.
We think you need these skills to ace Customer Support Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and expectations of a Customer Support Manager. Highlight your relevant experience in client-facing roles within financial services.
Tailor Your CV: Customise your CV to reflect your skills and experiences that align with the job requirements. Emphasise your commitment to excellent customer service and any experience you have with vulnerable clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your understanding of diverse client needs. Mention specific examples of how you've improved service efficiency or handled challenging situations.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. A well-presented application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at London, United Kingdom
✨Know Your Financial Products
Familiarise yourself with the key financial products and wrappers that the company works with, such as ISAs and pensions. This knowledge will help you demonstrate your understanding of the role and how you can effectively support clients.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you provided exceptional customer service. Highlight situations where you adapted your approach to meet diverse client needs, as this is crucial for the role.
✨Demonstrate Attention to Detail
Be ready to discuss how you ensure accuracy in your work. Provide specific examples of how you've maintained high standards in previous roles, especially when handling sensitive client information.
✨Prepare for Vulnerable Client Scenarios
Understand what it means to be a Vulnerable Client Champion. Think about how you would identify and support vulnerable clients, and be prepared to discuss your approach during the interview.
