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Our client, aleading Wealth Manager and Advisor is seeking a Customer Success/Outcomes Manager tohandle adviser servicing obligations. You will lead a small team and your workwill contribute to positive customer outcomes through effective management ofremediation activities related to servicing obligations. This role will initially be a 2 year fixed term contract.Your main dutieswill 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 abase salary of up to £60,000 and will have to opportunity to work primarilyremotely.
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