Client Service Manager

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Client Service Manager

Application Deadline: 28 February 2025

Department: Non-Investment

Employment Type: Permanent - Full Time

Location: Edinburgh

Description

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 experience. You will also have strong administrative and organisational skills.

Key Responsibilities

1. Playing a key role in client onboarding, Know Your Client and suitability processes.
2. Ensuring client documentation is correctly prepared, completed, scanned and filed.
3. Preparing meeting and presentation documents.
4. Running valuations for clients on a quarterly basis.
5. Ensuring all client verification is up to date and maintained.
6. Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
7. Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
8. Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
9. Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
10. Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
11. Diary Management, travel arrangements and expense claims.
12. Correspondence with clients including quarterly valuations.
13. Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

Skills, Knowledge and Expertise

1. A minimum of 3 A' Levels (Grades A-C).
2. Excellent communication skills (written and verbal).
3. Ability to work to deadlines.
4. IT literate (MS Office).
5. Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.