Provide client service oversight, including monitoring client trends, particularly those indicating signs of vulnerability, issue management, post-call surveys, and referrals of queries outside TA responsibility (., historic events, performance queries, authority to deal cases), ensuring prompt follow-up and minimal client impact.

Prioritise client experience and demonstrate good outcomes, placing Consumer Duty at the heart of decision-making.

Oversight of typical TA responsibilities – including Dealing, Cashflow monitoring and escalation with relevant investment desks around any issues, Settlements, Registrations, Rebate Processing, AML, Tax Reporting, 

Oversee and manage the TA to ensure high-quality service delivery through KPIs, SLAs and compliance with contractual obligations. Fostering a collaborative partner...