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- Tasks: Manage relationships with financial advisers and process portfolio instructions efficiently.
- Company: Dynamic financial services company focused on client relationships.
- Benefits: Competitive salary, bonuses, health insurance, and professional qualification sponsorship.
- Why this job: Join a fast-paced environment and make a real impact in financial services.
- Qualifications: Strong communication skills and experience in corporate customer service required.
- Other info: Hybrid working model promoting work/life balance and career growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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.
Responsibilities
- 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.
Qualifications
You will have strong communication skills and previous experience within a corporate customer service role from within the financial services industry. You will also be able to demonstrate a high degree of accuracy, have a meticulous nature and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with.
Benefits
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.
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.
Client Service Manager in City of London employer: Transact
Contact Detail:
Transact Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Service Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of tax wrappers and investment types. We want to see you shine when discussing how you can support Financial Advisers and their clients. Show us you’re ready to hit the ground running!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your strong communication skills and attention to detail, which are key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Service Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Service Manager role. Highlight your experience in corporate customer service and any relevant financial services knowledge. We want to see how you can thrive in a fast-paced environment!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us at Transact. Share specific examples of how you've built relationships with clients and handled queries effectively.
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure to proofread your application thoroughly. We love candidates who take pride in getting things right the first time, so let that shine through in your writing!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Transact
✨Know Your Financial Products
Make sure you brush up on the key financial products and wrappers mentioned in the job description. Understanding these will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Client Service Manager, strong communication is key. Prepare examples from your past experiences where you effectively managed client relationships or resolved issues. This will demonstrate your ability to thrive in a corporate customer service environment.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to discuss how you ensure quality in your work. You might want to share specific strategies you use to double-check your tasks or how you handle mistakes when they occur.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to prioritise tasks. Think of situations where you had to manage multiple requests or resolve conflicts, and be prepared to explain your thought process.
