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Client Manager (Fintech)

Posted 02/07/2024

Negotiable

Belfast

Permanent

Sales & Marketing

Job Description

MCS Group is currently working alongside a scaling UK based fintech organisation to recruit a Client Manager for their Belfast based office.


With the software originally developed for their wider financial services group, they have in recent years turned their focus to the external market, and now have many blue-chip organisations amongst their customers.


They have designed modern, contemporary solutions to deliver the outcome schemes that advisors now needs, without the baggage of legacy systems.


Their unique approach to the provision of services has resulted in rapid growth over the last few years. Joining the business as a Client Manager will give you the opportunity to work in an exciting fintech business that will provide challenging work to allow staff to build rewarding careers.


As a Client Manager, you will be responsible for the day to day management of a portfolio of clients. You will be the main point of contact for all services provided by the business, maintaining a relationship with clients and coordinating services from specialists within the business. The ideal candidate will possess excellent communication skills, a willingness to tackle challenges to solve problems and will demonstrate great attention to detail and the ability to multi-task.


You will be responsible for managing new and existing clients and will play a key role in the development of the Client Management processes.


Core Responsibilities:

  • Main point of contact with the client stakeholder organisations in a client service capacity, constantly identifying opportunities to improve engagement with the organisation as well as opportunities to provide more value
  • Oversight of initial onboarding of new clients working alongside the Installation team
  • Oversight of other significant client projects
  • Identifying opportunities for client engagement that can result in additional activity
  • Collaborate with your peers on service improvement initiatives
  • Lead in regular client service reviews with both internal teams and client's key stakeholders
  • Supporting the delivery of internal and external projects and continuous improvement initiatives as required
  • Reporting to senior stakeholders regarding client activity and opportunities for growth
  • Process Management and Improvement
  • Assist in the design and delivery of a well-defined client management process and champion ongoing process improvement initiatives
  • Support wider team in drafting of client facing communications

Essential Criteria:

  • Previous client relationship experience, preferably within the pensions industry or wider financial services/fintech
  • Degree level qualification or equivalent Professional Qualification in a relevant field
  • Proven track record of working autonomously to achieve previously agreed goals and deadlines
  • Excellent organisational and prioritisation skills
  • Strong attention to detail
  • Strong written and verbal communication skills, with the confidence to liaise at all levels
  • Track record of meeting and exceeding targets

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Ryan McMahon, Specialist Consultant on 02896 935 528.

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