Customer Relationship Management Manager
4 weeks ago
Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? At Azets, you're in control of your career and with our support this will make us even stronger, together.
Our motto when it comes to career development is "Your Journey, Your Voice, Your Success".
Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.
As a Client Service Executive in our Wealth Management team, you will play a pivotal role in ensuring the smooth flow of business operations. Diary Management:
Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly.
Ensure all required paperwork is completed accurately and in compliance with regulatory standards.
Identify and address potential issues or discrepancies in client accounts promptly.
Educate clients on available services, products, and processes to enhance their understanding and confidence in our wealth management offerings.
Provide guidance on account management, transactions, and reporting tools.
Compliance and Regulatory Adherence:
Stay informed about industry regulations and compliance requirements related to client accounts.
Proven experience in a client service or similar role within the financial services industry, preferably in wealth management.
Strong understanding of financial products, investment vehicles, and wealth management processes.
Proficiency in using CRM and office software (e.g., Salesforce, Microsoft Office).
Our benefits include hybrid & flexible working, birthday leave, professional exams and subscription and much more.
Be a good colleague - work well with your colleagues in Azets and help them achieve our collective goals
Do the right thing - We are an advice-based business, and the quality of our advice is paramount
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