Interim Head of UK Client Service & Sales Support (12 month FTC)
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Leadership and Sales Support
Lead and develop the UK Sales Support Team (3), setting clear priorities, expectations and standards to ensure consistent, high-quality delivery.
Oversee team capacity, workload allocation and sales support coverage across all UK client segments.
Act as the senior escalation point for complex or time-sensitive client and sales support matters.
Support the Head of UK and senior Sales colleagues in the effective running of the UK business.
Foster strong relationships and collaboration across the UK Sales Team and wider Client Group.
Drive continuous improvement of sales support and client service processes to enhance efficiency, scalability and effectiveness.
Promote effective communication, knowledge sharing and continuity of support during periods of peak activity or absence.
Client Service
Ensure a high standard of client service throughout the client lifecycle, supporting both existing relationships and new business opportunities.
Oversee the effective prioritisation, coordination and resolution of client enquiries and information requests.
Act as a senior point of contact for client service matters and support the resolution of complex issues.
Coordinate due diligence questionnaires, RFPs and other client information requests, engaging relevant stakeholders across the business.
Oversee client reporting requirements and work closely with Client Reporting and other teams to ensure accurate and timely delivery.
Support the implementation and ongoing management of client agreements, rebate arrangements and related operational requirements.
Ensure client commitments and requirements are clearly understood and communicated to relevant stakeholders.
Stakeholder Management and Collaboration
Act as a key liaison between the UK Sales Team and internal functions including Legal, Compliance, Operations, Client Reporting, Finance and Marketing.
Build strong cross-functional relationships to ensure seamless support and delivery for clients and sales colleagues.
Represent UK client service and sales support requirements in business-wide initiatives and discussions.
Operational Excellence and Risk Management
Maintain effective oversight of client service and sales support processes, ensuring accuracy, control and timely delivery.
Identify and mitigate operational risks, process gaps and opportunities for improvement, including automation and efficiency initiatives.
Promote a strong risk and conduct culture, ensuring compliance with Jupiter policies, procedures and regulatory requirements.
Desired Skills / Experience
Significant asset-management experience within UK wholesale distribution, client service, sales support or a related function.
Strong understanding of the UK asset-management distribution landscape and the needs of different client segments, including UK platforms.
Strong client-service, organisational and stakeholder-management skills, with the confidence to engage across all levels of seniority.
Experience coordinating client requests, due diligence questionnaires, RFPs and associated servicing requirements.
Experience of legal agreements and rebate arrangements would be advantageous.
Excellent attention to detail, with the ability to work autonomously and effectively under pressure and to strict deadlines.
Proactive and solutions-focused, with an ability to identify and implement process improvements.
Additional Role Details
This role is subject to the Conduct Rules set by the FCA.
Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.
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