Investment Servicing Manager Job Details
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Show me jobs like this one| Employer: | Barclays Bank | Job Ref No: | 00059927 | Job Title: | Investment Servicing Manager | Sector: | Asset Management | Sub Sector: | Traditional Asset Manager | Risk Type: | Market | Expertise: | Regulatory/Compliance | Barclays Wealth is the wealth management division of Barclays. Building on 320 years of Barclays banking heritage, our mission at Barclays Wealth is to set a new standard in wealth management by understanding our clients better than anyone else. In pursuit of this objective, we hire and develop only the best people in the industry. We look for talented, tenacious individuals who seek opportunities for self-improvement and career progression. Our long-term agenda can only be achieved through close collaboration and a shared sense of empathy, integrity and trust. Purpose of Role The role holder will work in a busy environment within an established Investment Servicing Team, reporting to a Client Service Manager. They will continuously deliver a professional service through inbound/outbound calls and written communications. They will be responsible for the effective management of their own casebook of clients, including regular telephony contact, adhering to regulatory requirements and ensuring client satisfaction is maximised. Quarterly external surveys will be conducted and clients will be invited to feedback scores on their service experience to Barclays Wealth. Core Accountabilities Regulatory Requirements The role holder will maintain an up to date Training and Competency log; will attend monthly control meetings to confirm progress in the role; and will document any actions required. In addition, up to date comprehensive market knowledge will be maintained and evidenced by a Continuous Personal Development record. Their day to day activities will be in adherence to data protection legislation. Projects The role holder will provide support in relation to process re-engineering within the Client Services area and efficient project management of exceptional, but regular, front office tasks, e.g. ISA funding. They will also be heavily involved in the introduction of further automation into Client Services in areas such as investment policy implementation, cash management and client report generation. Personal Development The role holder will work with management, through demonstration of a pro-active contribution in coaching sessions with their line manager, to agree a personal development plan. They will ensure continuous improvement in performance and participation in an ongoing training programme to meet the business requirements. Supervisory Responsibilities There are no supervisory responsibilities to this position. Key Clients (Internal and External) The role holder's key clients will be Barclays Financial Planning Managers, existing Barclays Wealth Clients and new prospective clients. | Region/Country: | Europe, UK | City: | Lanarkshire | Address: | Post Date: | 02/08/2012 |
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