Client Service Manager – Edinburgh
Role:
Client Service Manager ('CSM')
Summary:
We are looking to recruit a Client Service Manager (‘CSM’) to join our small Edinburgh Team. This is an excellent opportunity for a motivated individual with a keen interest in client service within financial services.
The CSM will be responsible for assisting their portfolio management team, in various aspects of the client service, including client on-boarding, production of reports, meeting preparations and managing client data.
The primary focus of the role will be supporting the portfolio management team, in various aspects of client on-boarding and client communications. You will also support portfolio management with diary management, client reporting and quarterly valuations,
The ideal candidate will have at least one year’s relevant work experience in a similar role, and has strong administrative skills and a keen interest in building and maintaining client relationships. You will also have strong IT skills, excellent attention to detail and a methodical approach to problem solving.
Location:
Edinburgh
Department:
Investment, Portfolio Management
Reporting to:
Desk Head, Portfolio Manager
Salary:
Competitive with an excellent benefits package
Summary:
We are looking to recruit a Client Service Manager to join our Edinburgh team. This is an excellent opportunity for a motivated individual to continue their career in a client service and supportive role within financial services.
The primary focus of the role will be to provide exemplary client service, as well as providing administrative support to the Portfolio Manager and other senior team members.
The ideal candidate will have experience in a similar role, has excellent communication skills and is driven to provide a first-rate client service. You will also have strong administrative and organisational skills.
Responsibilities:
- Playing a key role in client onboarding, Know Your Client and suitability processes.
- Ensuring client documentation is correctly prepared, completed, scanned and filed.
- Preparing meeting and presentation documents.
- Running valuations for clients on a quarterly basis.
- Ensuring all client verification is up to date and maintained.
- Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
- Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
- Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
- Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
- Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
Office Management Responsibilities:
- Diary Management, travel arrangements and expense claims.
- Correspondence with clients including quarterly valuations.
- Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.
Qualifications:
- A minimum of 3 A’ Levels (Grades A-C).
Knowledge and Experience:
- One years’ experience of working in a similar role within Financial Services
- Keen to build knowledge of financial services or wealth management.
Skills and Behaviours:
- IT literate, including proficient in Excel, Word and PowerPoint.
- Excellent communication skills (written and verbal).
- Ability to work under pressure and to meet deadlines.
- Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.
Apply now
