Client Solutions Manager

Job Description:
Our client is looking for a Client Solutions Manager to join their newly founded Operations team.

Integral to this role is customer service and operational excellence.

This means being a pro at maintaining a healthy balance between delivering on customers’ needs and expectations, while managing a dynamic and varied workload.
Every day you’ll manage multiple queries all with the aim of ensuring all client requests are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients’.You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure our client best service the needs of their clients and safeguard their clients’ money.

You will need to understand the consequences of all actions and manage these in line with our risk framework.

Essential Skills/Experience:

Previous experience in the financial services industry and ideally working with a wrap platform
Excellent relationship building skills
Able to prioritise the high impact work, but never neglect the details
Excellent communication skills – we need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
Able to anticipate the needs of those you work with, juggling conflicting priorities
The ability to think laterally and come up with new solutions to existing problems
Helping people makes you happy
Previous managerial experience, managing big teams and working cross-departmentally

Core Responsibilities:

Managing all internal and external stakeholders
Being the lead in driving operational efficiencies across your team and the department
Sharing your knowledge across the team and wider business
Ensuring all processes run smoothly, highlighting areas where improvements can be made
Building and maintaining relationships, ensuring we get the best from our suppliers, and that our clients are at the heart of everything you do


A highly competitive salary
Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 14492
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


  • Location: Edinburgh, Scotland
  • Salary:
  • Type: Permanent
  • Recruiter: Core-Asset Consulting Ltd
  • Posted: 14-Mar-2022
  • Posted on: