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Customer Support Manager

United Kingdom, London 33000.00 GBP / Year · Job Posted December 13, 2025
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Job Description

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.

Job Responsibility

  • 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
  • Being alert to fraud attempts and taking care to safeguard our client’s investments and data
  • Identifying and registering vulnerable clients to ensure appropriate support and oversight
  • Being aware of and sensitive to different client’s needs and adapting approach accordingly
  • Always look for ways to improve our service, reduce errors and individual or team efficiency

Requirements

  • Client facing experience within financial services
  • Commitment to provide excellent customer service
  • Attuned to diverse client needs and capable of adapting approach accordingly
  • High degree of accuracy and close attention to detail
  • Understanding of some of the key financial products and wrappers that we work with

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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