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- Tasks: Manage client relationships and provide top-notch customer service in a dynamic environment.
- Company: Join Transact, a leading independent investment wrap platform in the UK.
- Benefits: Enjoy competitive pay, bonuses, health insurance, and support for professional qualifications.
- Why this job: Make a real difference by helping clients navigate their financial journeys.
- Qualifications: Experience in client-facing roles within financial services and a passion for excellent service.
- Other info: Flexible working with a mix of office and remote days, plus great career growth opportunities.
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 £74.2 billion of funds under direction (as at September 2025) on behalf of 246,000 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 in London employer: Transact
Contact Detail:
Transact Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Support Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Customer Support 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 practising common questions related to customer service and financial products. We recommend doing mock interviews with friends or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your passion for customer service! During interviews, share specific examples of how you've gone above and beyond for clients in the past. This will demonstrate that you’re not just looking for any job, but that you genuinely care about providing top-notch support.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Transact and contributing to our mission of delivering exceptional client service.
We think you need these skills to ace Customer Support Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Customer Support Manager role. Highlight any client-facing experience in financial services and your commitment to excellent customer service.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about providing market-leading customer service. Share specific examples of how you've adapted your approach to meet diverse client needs.
Showcase Attention to Detail: Since accuracy is key in this role, ensure your application is free from typos and errors. This shows us you pay close attention to detail, which is crucial for managing client portfolios.
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Transact
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific products mentioned in the job description. Understanding tax wrappers and investment types will not only impress your interviewers but also help you answer questions more confidently.
✨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 of a Customer Support Manager.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your ability to handle vulnerable clients and fraud attempts. Think through how you would respond to various situations, demonstrating your problem-solving skills and attention to detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or opportunities for professional development. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
