Platform Client Services Manager

About the role

This 6‑month fixed‑term position supports a leading investment management firm in delivering a seamless client experience on its financial platform. You will act as the primary liaison between the firm’s intermediaries and internal teams, ensuring queries are resolved quickly and accurately.

Key responsibilities

• Develop and maintain strong relationships with financial planners, paraplanners and wealth managers.
• Take ownership of client and intermediary queries, analysing and providing solutions using platform knowledge.
• Prepare and dispatch accurate communications, including emails, letters and platform updates.
• Input, manipulate and maintain data on the platform and CRM systems, processing ISA subscriptions and payment instructions in line with HMRC and company policies.
• Assist in platform development testing, writing and maintaining user acceptance testing (UAT) scripts.
• Evaluate, improve and streamline processes for platform service delivery.
• Collaborate with Platform Relationship Managers and Operations to deliver excellent customer service.

Required profile

• Knowledge of the UK platform market and its regulatory environment.
• Experience of platform administration, including tax wrappers and retail investment products.
• Proven ability to build relationships, manage expectations and resolve complex queries.
• Strong organisational and analytical skills with a customer‑focused mindset.

Required skills

• Platform administration
• User Acceptance Testing (UAT) scripting
• Data entry and manipulation