Client Service Manager

Vacancy reference: LON-COX-000451

Location: London

Salary: £30,000 base salary

Employment type: Permanent

Department: Client Operations

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.

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:

  • Administering instructions such as investments, deposits and transfers within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently
  • Prioritising and managing your own workload throughout the day
  • Quality checking your own work and the work of your colleagues
  • Handling incoming telephone calls
  • Developing and maintaining relationships with Financial Advisers
  • Providing support to Financial Advisers and their staff in order to develop their understanding of the Transact platform

You will be fundamental to the success of our business, responsible for each piece of work from start to finish - ensuring accurate administration and communicating with the Financial Adviser, answering any questions they may have along the way.

From day one we will invest heavily in your training and development with a comprehensive training programme.  We also sponsor you to complete relevant financial professional qualifications such as the IOC or equivalent. Our regional structure means that you will be on a small team of approximately 8-10 Client Service Managers, allowing you to build rapport with advisers and also form close, supportive, relationships with your team.

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. You will also be able to demonstrate a high degree of accuracy, have a keen 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 and the potential for up to 30 days of annual leave.  

The role is based in our central London office, with two days a week in the office and three days a week from home as we are currently undertaking a six month pilot of this hybrid working arrangement. If this pilot is a success, it is expected to become a permanent arrangement.

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.