They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
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'.
Independent Financial Adviser; Remote working available
This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio.
Warner Scott are representing a mid-market professional services firm who are looking to add a Financial Services (FS) focussed Director/Partner to their Transaction Services function.
The firm has experienced stable growth over the past couple of years, and are now in a strong position to bring in a senior professional to develop an FS advisory function.
This is an excellent opportunity for an experienced corporate finance professional looking to join a firm with consistent and robust growth.
My client is seeking a Financial Advisor to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Our client, a reputable organisation in the financial services industry, is seeking a dynamic and customer-focused Complaints Handler to join their team.
As a Complaints Handler, you will be providing exemplary complaint resolution and delivering exceptional customer service to ensure a fair and consistent approach for our clients.
If you are a strong communicator with a passion for resolving customer issues, this is the perfect opportunity for you.
In a role that is comprised of relationship management, education, data science and deep functional expertise, CSMs are responsible for the successful adoption and expansion of our content within their assigned accounts.
The specialist plays a vital role in ensuring our customer's can unleash the full power of Refinitiv by discovering and implementing workflow solutions while continuously providing scalable yet adaptable guidance throughout the customer's journey.
Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv's portfolio of quant and feed solutions.