Client Relationship/administrator
3 weeks ago
This role focuses on assisting our fabulous clients and ensuring they always have a superb experience. You will be responsible for enhancing the overall outcomes for our clients by providing an excellent proactive front and back office service. This role involves working with our small team to build and maintain first class relationships & ensure we always exceed expectations.
You will have proven yourself in both client relationship delivery and back office administration. You will have a "do it now but do it right" attitude.
**Job Role**
- Be the first point of contact for callers & visitors to our office
- Pre qualify prospects & match to our services
- Organise meetings for the Directors/Advisers
- Welcome & onboard new clients
- Manage delivery of our ongoing client review program
- Set up and action tasks & workflow steps using our CRM
- Action transactions online including setting up new products, topping up, withdrawing and fund switches
- Maintain accurate & compliant data
- Collaborate with all parties to help bring everything together for our clients
**What skills are required?**
- Superb communication skills able to offer first class client service levels
- Confident with people, approachable and welcoming
- Take pride in their work and have high standards
- Strong work ethic
- Able to prioritise tasks
- Strong Microsoft office skills
- Experienced in CRM
- Capable user of Cashcalc & Transact online
**About Us**
Grosvenor Birch Ltd is a successful family run business of professional Chartered Financial Planners. As a thriving business, we are now looking for a new key person to assist our small, friendly team.
We are a well-established independent IFA company based in Romsey with over 35 years of experience in delivering client focused advice and integrated, practical solutions to grow and preserve wealth. We focus on building long term relationships with our clients not just selling products.
**What Grosvenor Birch can offer you**
We offer a fantastic place to work on the outskirts of Romsey, Hampshire. Our timber framed offices are situated in beautiful surroundings with views over farmers’ fields.
Salary/Benefits:
- A busy, varied, and challenging role where you’ll always have plenty to do
- Chance to be part of a great team and opportunity for personal development if desired
- A supportive and friendly working environment
- An open and honest culture where everyone’s ideas and opinions are valued
- Private gym sessions 2 x a week
- Auto-enrolment pension scheme
- On-site parking
- Casual dress
- Standard holiday entitlement per year plus Bank Holidays (pro-rated according to hours)
Pay: £23,000.00-£31,000.00 per year
**Benefits**:
- Company pension
- Free parking
- Private medical insurance
Schedule:
- Monday to Friday
**Experience**:
- Financial services: 2 years (preferred)
Work Location: In person
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