Client Service Executive
1 week ago
Job purpose
To coordinate and ensure that excellent service promised to each client is provided in the local office working as part of the client team.
Key accountabilities
- To proactively engage with clients to help them get up to date with matters in hand
- To remind FPs and schedule Annual Reviews as they fall due
- To coordinate work of FPs, FPAs and others in the delivery of service to clients.
- Effective management of workloads
- Provision of administrative support to Financial Planners
- Maintain client records and internal CRM systems in accordance with the firm's procedures
- Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II
- Support relationships with IMs, Clients, external providers and all other stakeholders
- Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner
- Keep up to date with changes in procedures and follow them at all times
- Other duties as directed by the department/line manager
- Provide similar support to other offices or teams when cover is required as decided by line managers
Competencies
Working relationships
- To actively build and maintain relationships within various departments within the business, clients and external providers.
Communication skills - To communicate, both verbally and through the written word, in an effective and positive manner, adopting a flexible and adaptable approach.
- To understand the requirements of the regulators and to be a ware of the firm's compliance procedures.
Quality Awareness
- To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors within agreed deadline.
Planning
- To be able to prioritise workloads
Client first - To anticipate clients' requirements and be able to meet their needs. Always striving to delivery an excellent service to clients.
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