Client Service Manager

at  Transact

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. We offer a competitive salary of £33,000 which has potential to increase to £38,500 within 2 years upon being deemed fully competent in the role. Whether you are looking for your first step into financial services or you are already in the world of work, this is a fantastic opportunity to build your career within a market leading FTSE 250 firm.

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 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.
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, along with an understanding of some of the key financial products and wrappers that we work with.
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.
A hybrid working model operates across the Group (2 days a week minimum in the London office) with a focus on ensuring work/life balance and fostering employee well-being and a culture of belonging.
Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £62 billion of funds under direction (as at June 2024) on behalf of over 7,900 advisers and 234,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients’ assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact’s parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.