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'.
We have a fantastic opportunity for you to join a team operating within a critical function in the financial services industry.
Are you a naturally helpful and friendly person who enjoys speaking with customers and assisting them with their financial queries?
As a Customer Service Advisor, you will be the first point of contact for customers, supporting them through an inbound contact centre via multiple channels.
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.
Excellent benefits: 26 days annual leave plus wellbeing days, bonus, contributory pension, private healthcare, life insurance, season ticket loan, career & qualification development
Working 8am-4pm, 9am-5pm or 10am-6pm 5 days per week, Monday-Saturday, working twice a month on Saturdays with a day off during the week
Hybrid role 3 days in the office and 2 days working remotely
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.