Client Services Manager

 Location: Edinburgh
 Salary: Up to £44,000 D.O.E
 Job type: Permanent
 Closes: closed

Meraki Talent’s industry leading Financial Services client are looking for a Client Services Team Manager to join an innovative Fintech company based in Edinburgh

This is your chance to join a successful team where hard work is recognised. 

Responsibilities of the Position:

 

  • Coach and develop a dedicated client relations team
  • Working closely with Head of Department ensuring excellent service and support to clients is always 1st class
  • Monitoring and implementing improvements of the service standards
  • Assist in the preparation of service level agreements for clients
  • Arrange and attend client meetings as required
  • Support the implementation of new business
  • Arrange and conduct regular review meetings as necessary
  • Ensure high quality, efficient and professional level of service maintained
  • In conjunction with the Regulatory & Technical team ensure client is kept up to date with regulatory developments
  • Ensure the asset title of all assets held outside of custody are appropriate

 

Background of the Position:

 

  • Knowledge of Wrap/Platforms area
  • Solid understanding of Investment and Pension products
  • Good working knowledge of Microsoft Applications (Word, Excel, MS Outlook)
  • Strong communication skills to engage with various stakeholders across the business
  • Excellent organisational and administration skills
  • Enthusiastic and positive can-do attitude
client client management fund

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Andrew Beattie


Andrew joined the Meraki Talent team in 2017, and is a key member of the financial services division. Andrew is an experienced recruiter with over eight years' experience and an extensive knowledge of the financial services sector. Andrew is passionate about recruitment and finding exceptional talent for his clients.