Client Service Manager

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. 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.

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.

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.

Our purpose: We enable families and their advisers to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.

Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025). 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.