Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross-functional teams to ensure high customer satisfaction in London.
Responsibilities
- First point of contact for client queries, responding to clients via phone, live chat and emails, in a timely and effective manner.
- Effectively manage and reply to client voicemails.
- Ensure a professional approach is maintained at all times championing Glint’s products and services, sharing your knowledge with clients.
- Make sound recommendations to further improve the service, FAQ’s & support documents.
- Create query tickets via our CRM and follow up any actions required.
- Adhere to the FCA Consumer Duty Principles and maintain up to date knowledge of working in a financially regulated environment.
- Ensure timely response to client enquiries and reviews.
- Consistently meeting or exceeding Service Level Agreements (SLAs) to maintain high customer satisfaction.
- Identify and deliver solutions to exceed customer expectations
- Collaborate cross-functionally with Payments, Compliance, Engineering, and Product teams to investigate and resolve client queries and issues promptly and effectively, ensuring good outcomes for customers.
- Assist with new client Onboarding and Know Your Customer process (KYC).
- Ensure all online compliance training allocated to you in support of your learning and knowledge is completed in line with specified deadlines.
- Support our USA Client Services team manage client queries should they require cover or assistance.
- Assist with weekend transaction monitoring on a pre agreed rota basis
- Support the US Client Services Lead with projects and reports that may be required.
- Update or create procedural documents where required.
- Ensure any complex client queries are escalated to the Client Services Lead or Operations Manager in their absence.
- Assist with ad hoc requests required to support the team, department and the business.
Requirements
- Customer service experience essential
- Polite and helpful telephone manner
- Good writing skills as will be required to email clients
- Experience of working in financial services or regulated environments
- Lives near London and happy to work part from home and the London office
Benefits
- Enhanced annual leave: 33 days inclusive of bank holidays
- Day off for your birthday
- Salary Sacrifice Pension
- Fee free Glint account
- Free eye tests and contribution towards eyewear
- Share Options in the Company
- Employee Assistance Programme (EAP)
- Online training access
- Paid for team events (virtual & in person)
- Monthly online wellbeing / Yoga class
- Laptop, IT equipment and training provided
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Representative at VCA Animal Hospitals providing customer service and supporting patient care in Yucca Valley and 29 Palms locations. Handling appointments and client communications effectively.
Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.