Job Description

In this customer focused role, you'll be building relationships with new and existing advisers and investors. You will manage a portfolio of clients ensuring a positive and professional relationship at all times. You will work with colleagues from all across the business to ensure queries are dealt with efficiently, but always ensuring you achieve the best possible result for the client.

• Provide first-class service to all advisers and clients you interact with
• Work in close partnership with firms to maximize their customer experience and journey
• Be proactive at every turn, using your initiative to challenge the status quo and find better ways of doing things
• Plan and manage your workload, collaborating with other team members when needed

You will be working in a fast-paced and exciting environment, where you will have the chance to fulfil your potential and do work that matters, to you and our clients.

Required Knowledge, Skills, and Abilities

Previous experience as a customer/client service manager providing exceptional customer service. A good understanding of financial products, legislation and procedures. A confident and natural communication style and ability to collaborate. Excellent experience with IT systems and expertise in Microsoft Office.