Client Service Account Manager (Wealth software)

Dupen Ltd
City Of London
£40k - £50k pa + good range of benefits
29 Nov 2016
Job Sector
Finance & Banking
Contract Type
Full Time
Client Relationship / Service Manager / Account Manager (wealth management software)- This award-winning financial software vendor is seeking an experienced client / service manager to join their busy UK team.

Note: candidates must have experience of working in the wealth management industry, with an understanding back or middle office system implementation experience.

Client Services Manager - the role:

The main focus of the position is to ensure that clients are being properly serviced and maintained and the relationship built upon solid foundations: that SLAs are being adhered to, service requests are properly actioned, and new business opportunities explored.

Relationship management: developing and maintaining strong, healthy and constructive client relationships, across all areas of their business; understanding their business - their infrastructure, commercial rates, contact points.

Business consultancy and development: this is not a sales role, but will see you working closely with the business development staff. Your role will see you maximising the use of products within the clients and, with this, revenue streams; creating client strategic roadmaps and engaging with internal stakeholders to gain collaboration and support.

Hosting client service review meetings, both regular and strategic. Working internally to coordinate client presentations across Delivery, Product and Support.

Client Services Manager - Travel:

This position is a home-based role. Candidates should ideally live in the South/Southeast of the UK. Typically, Monday and Friday at home, with the midweek days spent on client site. Customers are based across the UK: London, Surrey, Bath/Bristol, Manchester.

Client Service Manager - the person:

Candidates must have experience in a similar role, working in the wealth management industry, with an understanding back or middle office system implementation experience:-

- Experienced in managing relationships with key stakeholders with financial clients
- The ability to developing a thorough understanding of clients and their business practices
- By cross-team collaboration, solve challenging client issues and situations
- Have a basic understanding of system development lifecycles release planning

Salary to £50,000, plus BUPA and range of benefits. Services advertised by Dupen are those of an Agency.