Do you have what it takes to be at the forefront of customer service at Transact, the UK’s leading Platform provider?
Are you passionate about building positive relationships?
Would you like to be challenged within a company that invests in you and your development?
If so, then we have a brilliant opportunity for you to join our business as a Client Service Manager.
A little about us…
First established in 2000, Transact is the leading independent investment wrap platform in the UK. Our service includes an online platform, owned and built by us and dedicated regional adviser support. We bring assets and investments together in a smarter, more tax efficient way and offer various financial wrappers including ISAs, SIPPs, Personal Pensions and Investment Bonds.
But, what really sets us apart, is our commitment to our people. From day one we will invest heavily in your training and development with a comprehensive training programme along with support in your day to day role. We also sponsor you to complete relevant financial professional qualifications such as the IOC or equivalent.
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 and letter.
- Processing requests accurately, efficiently and to our expected service levels.
- Prioritising and managing your own workload throughout the day.
- Quality checking your own work and the work of your colleagues.
You will be fundamental to the success of our business. Your role will include assisting our customers with a wide variety of queries, providing guidance and support and, most importantly, building rapport to encourage and cultivate ongoing relationships with the financial adviser firms that we work with.
This role is ideal for someone who takes pride in their work and who has a real passion for the financial services industry and for 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 and the desire to “get it right first time”, along with an understanding of some of the key financial products and wrappers that we work with.
In return, you will receive a generous company benefits package which includes a discretionary bonus, company pension, BUPA healthcare, a season ticket loan and the potential for up to 30 days of annual leave.
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.