Client Services Manager

Location: Manchester City Centre
Salary: Up to £65,000
Working Pattern: Hybrid
Right to Work: Full right to work in the UK required – no sponsorship available

An established global financial services organisation is seeking an experienced Client Services Manager to join the Transfer Agency Operations team in Manchester.

This is a senior, client facing opportunity for someone from a Transfer Agency, Wealth Management, Asset Management, Investment Operations, Fund Administration or Client Services background. The ideal candidate will have experience working with fund managers or institutional clients, rather than solely retail clients, alongside a strong understanding of dealing, settlements, servicing and trade related activity.

The Role

You will act as a senior point of contact for key clients, managing day-to-day relationships, service delivery and escalations across the Transfer Agency function. You'll work closely with operational teams and senior stakeholders to deliver a high-quality service while identifying opportunities to improve processes and client experience.

Key Responsibilities

• Manage day-to-day client interactions and escalations across Transfer Agency services.
• Act as a key point of contact for fund managers and institutional clients, building strong relationships.
• Manage and resolve complex client queries and operational issues.
• Apply your knowledge of dealing, settlements, servicing and trade processes to support effective service delivery.
• Develop strategies to improve client service, operational efficiency and overall client experience.
• Monitor performance metrics and identify opportunities for improvement.
• Collaborate with Operations and wider teams to streamline processes and deliver accurate, timely client reporting.
• Ensure services are delivered in line with regulatory requirements, internal policies and operational risk standards.

About You

We're looking for someone with:

• Proven experience in Transfer Agency, Wealth Management, Asset Management, Investment Operations, Fund Administration, Custody or Client Services.
• Experience working directly with fund managers or institutional clients.
• Strong understanding of dealing, settlements, servicing and trade-related processes.
• Proven experience managing client relationships, queries and escalations.
• Excellent communication, analytical and problem-solving skills.
• Strong understanding of operational risk, controls and regulatory requirements.
• A proactive approach to process improvement and enhancing client service.
• A bachelor's degree in Business Administration, Finance or a related discipline is desirable, although relevant industry experience will be considered.

Contact information

Jane Osa-Oni