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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.
Job Responsibility:
Developing and maintaining relationships with Financial Advisers through understanding their requirements
Providing support to Financial Advisers and their staff 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
Requirements:
Experience in corporate customer service
Experience within the financial services industry
Strong communication skills
High degree of accuracy
Meticulous nature and close attention to detail
Understanding of key financial products and wrappers
What we offer:
Company discretionary bonus
Excellent pension contributions
Attractive staff share scheme
BUPA health insurance
Buying and selling of annual leave
Sponsorship of relevant professional qualifications
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