Client Services Manager

  • Location


  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    To £40,000 plus bonus + benefits

  • Contact:

    Ben Holmes

  • Contact email:

  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


This is an excellent opportunity for an individual with previous Investment Platform experience to join a leading Asset Management organisation in London as a Client Services Manager, overseeing the Platform Customer Services team. 

Your responsibilities will include:

  • Managing the day to day relationships with Financial Advisors (IFA’s), Private Banks, Investment Managers and Intermediaries on the technical administration of investment portfolios.
  • This will include working on a variety of Investment Vehicles, including SIPP, ISA, PEP, Unit Trust and OEIC products.
  • Detailed technical Portfolio Administration
  • Liaison with technical specialists and departments including Compliance and Back Office teams.

To be successful in this role, you should have had the following experience:

  • At least 1 year experience working for an Investment Platform
  • Knowledge of SIPP’s/ISA’s/Unit Trusts/OEICS etc.
  • Starting Salary of £30-40,000 + Benefits + Bonus
  • Excellent training opportunities, including exam sponsorship