Client Services Manager
Fidelity International

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Richard D

00:00:02 My name’s Richard D and I’m a Client Services Manager. We deal with organisations that have a lot of cash, so they tend to be Pension Funds, you know, high street shops, oil companies, telecommunication companies. We have clients in the Middle East who’ve got a lot of money from oil revenues, who like to invest it. And so – just anybody with a lot of cash.

00:00:25 The high point for me in getting the role was really being given the opportunity to work with some of the larger clients. When I first started off, one of the things that attracted me was the fact I’d be working with, you know, a lot of money. It’s nice to know that someone trusts you to make decisions over, you know, millions of pounds.

00:00:41 When I was at school, I had visions of going into medicine. I had visions of being a Cosmetic Surgeon to the stars, and doing a couple of hours work slicing and dicing a day, and then heading to the golf course and driving home in the Ferrari. I didn’t really like blood though, which was bit of a failing point in that career choice, I think.

00:01:02 It was quite worrying having no career – career choice mapped out or, you know, seeing people who were incredibly driven. So it was a concern to some degree, but also I knew I was in the same boat with a lot of other people, so there was at least some comfort in that.

00:01:15 I got my A-Levels and then realised medicine wasn’t for me, wanted to know a little bit more about business in general, so studied Economics at University, because it seems fairly mathematical, something that I could employ and use the Maths that I was fairly good at. I kind of regret choosing Economics, ‘cause it wasn’t something I enjoyed in the slightest, and I think I probably would have done better picking something that I liked, rather than trying to pick something that I thought would be useful.

00:01:42 Maybe working a little bit harder at University was the – would be the thing that I would change if I could turn back the clock. I was the classic University slacker, I think. Most of my housemates joked that if I’d have done a degree in Sofa Studies I’d have got First in that without any trouble at all.

00:02:01 I left University quite reluctantly. In the summer I’d worked as a door to door salesman, just earning commission on what I sold, here was no basic wage. And it was quite a pleasant environment, walking around in the sunshine. And I do remember one chap I was working with, we were working alternate doors, and I ended up getting stuck at one door with somebody who wanted to talk for a while. So he ended up doing the door that I would have done, and somebody had a pot-shot from the living room with an air rifle towards him so – I was quite glad that the person kept me chatting at the door for a while.

00:02:31 Friend of mine from University, one of my housemates, got a job working in a telesales office, working for BT. So I ended up in the telesales role for a couple of years. And then a friend of mine that was working there, got a job at Fidelity. So two or three years after starting in telesales, I kept the headset on and joined the Call Centre here, just doing Customer Service. And that’s how I ended up in finance.

00:02:58 Outside of work, most of my time’s taken up playing rugby. I skipper a local side. Not only do I have to make sure I’m down there training two or three nights a week, and playing at the weekend, but I spend most of my spare time in between trying to cajole players who really don’t want to get out on a rainy Saturday afternoon, to put their boots on and stop being so soft. So I spend a lot of time doing that.

00:03:21 In five or ten years’ time, I’d like to be doing a similar role to that that I’m doing at the moment. But that said, my career to date’s been characterised by phone calls from the blue – so if something else comes up and Manchester United are short of a new manager, then – I’ll give it a go.

00:03:38 Most of my career choices and most of my career path has been determined by people I’ve met along the way, friends that I’ve made, advise that they’ve given me, and I wouldn’t have met those had I not been in some of the jobs that I’d been early on. I’ve definitely regained the ambition that I lost at University. It certainly – I’ve found something now that – that I enjoy so – I’m happy with where I’m at.

ENDS

Richard D is a Client Services Manager for Fidelity, an investment management company. He gets a buzz from making decisions over millions of pounds. “Most of my career choices and most of my career path has been determined by people I’ve met along the way, friends that I’ve made, advice that they’ve given me, and I wouldn’t have met those had I not been in some of the jobs that I’d been early on… I’ve found something now that I enjoy so I’m happy with where I’m at.”

More information about Financial accounts managers

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£52,000
average salary

The UK average salary is £29,813

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37
average weekly hours

There are 37.5 hours in the average working week

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49%  male 
51%  female 

The UK workforce is 47% female and 53% male

Future employment

Future employment?

Description
? Financial accounts managers manage client accounts or departments within financial institutions (such as banks and insurance companies) or manage a variety of financial accounts within other organisations.
Qualifications
There are no formal academic requirements although professional qualifications in accountancy may be required by some employers. Vocational qualifications in Accounting are available at Levels 2, 3 and 4, and apprenticeships are available in some areas.
Tasks
  • Develops and manages business accounts to increase sales of financial products
  • Takes responsibility for the efficient and effective operation of several business accounts
  • Manages teams handling insurance claims
  • Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit
  • Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary
  • Carries out and/or supervises general accounting and administrative work
Employment by region
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Top 10 industries for this job
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Auxiliary  services 23026
Financial services 20789
Legal & accounting 15810
Head offices, etc 9482
Office admin. 6588
Retail trade 6390
Wholesale trade 5062
Land transport, etc 4943
Waste management 3521
Employment activities 3496
Employment status
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