Customer Success Manager (Wealth Manager)

4672283
  • Job type

    Permanent
  • Location

    London
  • Working Pattern

    Full-time
  • Specialism

    Private Banking And Wealth Management
  • Industry

    Banking & Financial Services
  • Pay

    Up to £60,000 (dependent on experience)

Customer Success, Customer Outcomes, Wealth Management, Wealth Advisors, London, Remote, Full-time

Our client, a leading Wealth Manager and Advisor is seeking a Customer Success/Outcomes Manager to handle adviser servicing obligations. You will lead a small team and your work will contribute to positive customer outcomes through effective management of remediation activities related to servicing obligations. This role will initially be a 2 year fixed term contract.

Your main duties will include:

  • Assisting senior stakeholders to ensure fair customer treatment and regulatory compliance.
  • Leading a team to manage remediation activities and ensure accurate redress payments.
  • Working with third-party stakeholders to uphold service level agreements (SLAs).
  • Creating precise and timely management reports.
  • Supporting complaints and past business review teams as needed.
  • Providing expertise on payment types and requirements
  • Consumer Duty

To excel in this role, you should have:

  • Ability to thrive in a fast-paced, agile environment, managing multiple priorities and senior stakeholders.
  • Experience with high visibility projects.
  • Strong understanding of the Network model and regulatory requirements for ongoing services.
  • In-depth knowledge of point of sale systems, policies, and procedures.
  • A curious and investigative mindset with a customer-first approach.
  • Exceptional organisational skills and attention to detail.
  • Confidence in presenting to and engaging with senior management/executive audiences.

This role offers a base salary of up to £60,000 and will have to opportunity to work primarily remotely.

Apply for this job

Talk to Adam Ledger, the specialist consultant managing this position

Located in London-City, 5th Floor, 107 Cheapside, Telephone +44 333 010 6212
Click here to access our Privacy Policy, which provides detailed information on how we use and protect your personal information, and your rights in relation to this.