Client Services Manager

  • Job Reference: CSF11
  • Salary: £┬úCompetitive
  • Location: London
  • Contact: Jamie Smith on +44 (0) 20 3150 1032 or jamie@chartermorepartners.com

About the job

We are a disruptive adviser platform operator at the centre of the £3 trillion UK wealth management market. With our proprietary technology, we are advancing the technology capability in the wrap platform market for financial advisers and investment managers.

We are on a mission to be the foremost savings & investment platform with a reputation for strong technology culture, excellent service, and value for money.

Backed by leading venture capital firms, we have significantly grown the number of adviser firms and platform assets over the last 12 months. With our growing pipeline of firms across the advisory segment, we are positioned for further exponential growth in the coming years.

We’re growing a dynamic team of people who are passionate about taking the market forward. Our platform brings investments together across various tax-efficient investment solutions such as ISA, SIPPs/Personal Pensions, and Portfolio Bonds.

The Role:

The role is essential to provide existing clients with our service in a fully compliant manner and in line with defined service levels as well as supporting the new client operational onboarding process.

Key responsibilities

  • Assisting with presentations of operational services to prospects as well as training workshops for prospects and clients.
  • Managing the onboarding process for new clients, including planning and supervision of migrations (bulk re-registrations), account set up and liaison with other departments.
  • Dealing with client enquiries and escalations on various operational processes, escalating appropriate issues in a timely fashion, whenever required.
  • Client set up - with the appropriate account structure.
  • Providing clients with the necessary support when setting up access to the Platform.
  • KPI/client report creation and follow up with the client, as required.
  • Managing regular service reviews, SYSC meetings and due diligence processes with clients.
  • Responding to clients’ auditor requests.
  • Regular reporting to specific clients: cash account movements, users access, etc.
  • Propose & participate in the implementation of changes to processes that generate workflow efficiencies, improve client satisfaction, and/or reduce costs and risks
  • Maintain records and seek to continuously improve the documentation of procedures & training materials.
  • Participation in coordinating client due diligence requests with internal teams. Ensuring final reports provide the correct information.
  • Work proactively with colleagues to plan the operational workload and provide assistance & support to team members whenever required
  • Contribute to broader business projects as requested and generally act in a way to ensure that a positive environment exists in the office
  • Develop and embed a positive operational risk culture throughout the team

You should apply if you:

  • Are educated to degree level with up to 5 years’ experience in the Investment sector.
  • Have some wealth platform experience although this is not essential.
  • Are a clear communicator with the ability to build strong relationships.
  • Are comfortable working with data and have a high level of attention to detail.
  • Are comfortable working on own initiative and unsupervised, identifying and assessing new opportunities.
  • Would like to work in a high growth and high change business environment, with some Tech experience appreciated.
  • Are team focused and collaborative in your approach to work.
  • Appreciate openness, flexibility, and eagerness to develop new skills
  • Are excited by what we are doing at Fundment!

Logistics

This role is based in our London offices however we are flexible with days spent in the office. We’re keen to make sure we’re designing a firm that works for everyone, so we particularly encourage applications from different underrepresented demographics.

We offer a competitive salary and other benefits which include Personal Pension scheme, generous holiday entitlement, private health insurance and stock options.

Apply