The Customer Account Manager is responsible for overseeing the administration and service delivery for their assigned customer base. This includes ensuring work is completed to a high standard, within agreed service levels, and in line with regulatory requirements. The role also involves direct management of customer support associates and accountability for the accuracy and compliance of scheme administration. Each Customer Account Manager will have a specific portfolio of customers that it will be their responsibility to ensure are administered to a high standard and service delivery by completing all instructions timely.

• Lead, motivate and perform management functions for employees who report to the position, including holding regular team meetings and performance reviews.
• Maintain oversight and responsibility for all regular team activities daily, weekly and monthly including
• Property daily runs and other operational tasks.
• Responsible for ensuring all work is delivered within agreed services levels and deadlines.
• Production of weekly and monthly MI.
• Responsible for daily Investment runs.
• Responsible for quality assurance and checking of work for immediate reports and supporting other teams.
• Support and work on new projects across the business as required.
• Identify and address potential risks that may occur in order to limit business liability and where risks are identified ensure these are documented and reported to the Service Manager.
• Work in conjunction with the Service Manager to implement cost containment initiatives.
• Work the necessary hours to ensure work is completed with agreed Service Levels
• Achieve and maintain competence as required by the Company’s Training and Competence Scheme.
• Maintain and develop good business relationships with internal and external customers.
• Take responsibility for own development, initiate own Personal Development Plan and achievement of Performance Appraisal objectives.