Customer Success Manager Wealth Manager

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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