Client Service Representative
3 weeks ago
You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to support your team on their career paths.
Leading a team supporting day to day tasks, being that point of escalation and using data to highlight accuracy, performance, and SLAs
Good knowledge of CRM (we use Xplan) IO or similar system.
Experience in a Wealth Management, Financial Planning or IFA firm.
Indepth knowledge of pensions, investments, mortgages and protection
Enjoy building an innovative team growing a culture of collaboration.
Superior planning and organisational skills.
Proven high level of customer service.
Strong attention to detail and commitment to provide excellent ongoing service.
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