Client Services Manager – Investment Platform
| Job Type | Permanent full-time |
| Location | London |
| Area | Greater London, England |
| Sector | Investment Wrap Platforms |
| Salary | £35000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 895624 |
| Job Views | 396 |
- Description
- Client Services Manager – Investment Platform
The UK’s leading Investment Platform which provides comprehensive online services to Financial Advisors across Retail Investment, Personal Pension and Investment Bonds are looking to recruit a Client Services Manager.
Working in an entrepreneurial technology led environment this role will provide you with plenty of career opportunities, a change to work with likeminded ambitious individuals and support for qualifications.
Specifics of the role include –
- Managing relationships with a portfolio of clients (IFA’s), taking time to understand their business, and demonstrating how the platform and services can adapt to their specific business requirements.
- Provide training to clients on how best to use the platform and product areas. Discuss any user issues and ensure they are comfortable will all platform areas.
- Process client Investment requests in line with company & client agreed service levels.
- Manage all client queries, resolving issues, processing requests, and providing support.
- Ensure you have a comprehensive knowledge of products, are constantly upskilling and developing knowledge.
- Review colleagues work and quality check your own client requests.
The company will provide you with comprehensive training, ensuring you are 100% confident in your role. They provide a strong working culture where upskilling, asking for advice and career development is part of the companies DNA.
To apply for the role, you should have previous financial services / investment experience, have excellent communication skills and take pride in your accuracy and attention to clients.
In return you can expect to work in a rewarding environment for a company which will invest in your future and provide a strong employee benefits package including a good bonus scheme.
For more information please contact Richard Garbett.