Investec
Service Manager
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At Investec, we’re building something distinctive. Our new Mid-Corporate Banking proposition is designed to deliver Corporate Banking that feels like Private Banking, supporting ambitious, fast-growing businesses with a highly personalised and connected client experience.
As a Service Manager, you will play a pivotal role in bringing this vision to life. Working closely with Relationship Directors and specialist teams across the bank, you will act as a trusted partner to clients throughout their journey with Investec. From onboarding and activation through to ongoing servicing, you will help ensure every interaction is seamless, responsive and relationship-led.
This is an opportunity to join a dynamic and experienced team at an exciting stage of growth, helping to shape the future of Investec’s Mid-Corporate Banking offering in the UK. You will build strong relationships with clients' Finance and Operations teams, acting as a key point of contact and ensuring they receive exceptional support throughout their banking relationship.
What will I be doing?
- Partnering with Relationship Directors and Product teams to showcase and deliver Investec’s client service proposition to prospective and existing clients.
- Understanding clients’ operational banking requirements and contributing to the development of tailored client solutions and proposals.
- Creating onboarding, activation and migration plans that give clients confidence throughout their transition to Investec.
- Coordinating the end-to-end onboarding journey, working closely with Operations, KYC, Product and Legal teams to ensure a smooth experience.
- Leading client welcome calls, setting clear expectations and maintaining proactive communication throughout implementation.
- Supporting the migration of transaction banking accounts and payment information onto Investec platforms and services.
- Managing service-related queries and complex escalations, ensuring issues are resolved efficiently and effectively.
- Conducting service reviews and coordinating account closures or client transitions when required, ensuring a professional and seamless experience throughout the client lifecycle.
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What are we looking for?
Essential skills and experience
- Experience in a client service, client relationship or service management role.
- Strong understanding of corporate banking clients and corporate banking products.
- Ability to navigate banking systems and work effectively across operational teams.
- Experience coordinating stakeholders across multiple functions to deliver positive client outcomes.
- Strong communication skills with the ability to build credibility and trusted relationships with clients and colleagues.
- Excellent organisational, prioritisation and problem-solving skills.
- Strong analytical thinking and the ability to manage complex situations effectively.
- Learning agility, curiosity and an interest in leveraging technology, including AI and CRM tools, to enhance client service.
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Desirable skills and experience
- Experience supporting onboarding, activation or migration activities within a banking environment.
- Experience managing operational service reviews and client service escalations.
- Knowledge of transaction banking products and services.
- Experience working closely with relationship management, product, operations, legal or KYC teams.
- Understanding of the operational needs of mid-market corporate clients.
- Experience coordinating end-to-end client lifecycle activities across multiple stakeholders.
- Interest in continuous improvement and enhancing client experiences through process optimisation.
- Ability to build strong relationships with client Finance and Operations teams.
At Investec, we look for people who bring curiosity, integrity and a collaborative mindset. You'll be committed to delivering fair client outcomes, maintaining appropriate regulatory knowledge and contributing to a culture where exceptional client service and teamwork are at the heart of everything we do.
If you're passionate about building meaningful client relationships and want to help shape a growing corporate banking business with a distinctive approach to service, we'd love to hear from you.
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