At a Glance
- Tasks: Build strong relationships with financial planners and manage client queries effectively.
- Company: Respected Investment Management firm focused on client relationships.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Initial 6-month contract with potential for growth in a supportive team.
- Why this job: Make a real difference in clients' financial journeys while working in the heart of the City.
- Qualifications: Experience in client services and strong communication skills required.
The predicted salary is between 54000 - 66000 £ per year.
We are privileged to be working within a highly respected Investment Management organisation who pride themselves on focusing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear. Based in the heart of the City and due to ongoing developments, they are now seeking a Financial Services Platform Services Manager on an initial 6-month fixed term contract where you will be responsible for:
- Liaising extensively with financial planners, paraplanners and wealth managers (intermediaries), developing ongoing strong relationships built on outstanding service for all queries that your clients and their clients have with the platform.
- Taking ownership of queries; analysing, researching, and providing solutions using knowledge of the systems and processes.
- Ensuring all client and intermediary communication is accurate, appropriate, and delivered at the right time, including emails, letters, and platform updates.
- Inputting, manipulating, and maintaining data on the platform and client relationship management systems to perform required service tasks which can include processing ISA subscriptions and payment instructions in line with HMRC and company policies.
- Assisting in the testing of the development of the platform including writing and maintaining user acceptance testing scripts.
Platform Client Services Manager employer: Dimensions Specialist Recruitment Ltd
As a leading Investment Management organisation located in the heart of the City, we pride ourselves on fostering strong client relationships and simplifying financial planning through innovative technology. Our collaborative work culture encourages professional growth and development, offering employees the opportunity to thrive in a supportive environment while contributing to meaningful client outcomes. Join us as a Transitions Administrator and be part of a team that values your contributions and invests in your future.
Contact Details:
Dimensions Specialist Recruitment Ltd Recruitment Team
