Operations Executive: Bereavement

6 months ago


Northwich, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

In this role you will provide administrative support, following the passing of a client in respect of any funds managed by Close Brothers Asset Management (CBAM). Working closely with other colleagues, you will be a crucial member of the team, ensuring an efficient and sensitive handling during the process.

**RESPONSIBILITIES**
- Undertake all stages of the Bereavement Administration process from initial notification, through system updates and document preparation, to the final processing of Deceased estates instructions, within agreed SLAs.
- Direct contact with clients and deceased representatives both over the phone and in written form, covering a number of different elements, to ensure an excellent service is provided at all times.
- Close liaison with other internal customers to ensure that an excellent service is provided, at all times.
- Support with the collation of departmental statistics on a daily and monthly basis, where appropriate.
- Ensure any areas of concern are raise in a timely manner to Line Manager
- Adherence to and updating of, all departmental procedures.
- Consistently demonstrate and act in line with our Business Principles (Client, Excellence, People & Integrity).

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:

- Financial Services experience, specifically in a Wealth Management business, would be a key advantage.
- Bereavement Administration experience would be a key advantage.
- Keen attention to detail (system and non-system).
- Ability to work quickly and accurately within very tight deadlines.
- Good team player with the ability to work on own initiative.
- Flexible and available to work overtime during peak workload periods.
- Good communication skills (written and verbal).

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

LI-KH1

**The Company**

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below:



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