
Delivering Exceptional Client Experience
2 days ago
We are seeking a highly skilled and motivated individual to join our team in delivering exceptional client service.
Main Responsibilities
- Support the Financial Planning team and Private Client Managers in providing a comprehensive client service proposition.
- Manage the sales pipeline and conduct research to gather information for client financial plans.
- Document queries, research, and actions on the client management system.
- Maintain accurate customer/policy records through the client management system.
- Organize filing systems, recording information, and updating paperwork as needed.
- Schedule appointments for clients with private client managers.
- Complete forms according to company procedures.
- Review work completed by colleagues to ensure accuracy and recommend revisions.
Person Specification
Knowledge:
- Customer service experience.
- Microsoft Office Suite and administrative procedures.
Skills:
- Integrity.
- Empathy.
- Persistence.
- Analytical thinking.
- Time Management.
- Initiative.
Requirements
1+ year's experience in a similar role.
Professional certifications such as LIA or IOB and up-to-date CPD in line with qualifications and regulatory requirements.
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