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Executive and Engagement Officer
1 month ago
Client Services Executive Team at Davies Consulting is seeking a highly organized and detail-oriented professional to support a significant Part VII transfer of the wealth management business for our client, a large wealth manager.
Key Responsibilities:- Support the Communications Hub in conducting extensive outreach to approximately 2,000 clients regarding the Part VII transfer.
- Address client queries related to the transfer, ensuring all responses are succinct, accurate, and in line with approved messaging from the business and Legal teams.
- Manage client complaints and formal objections to the Part VII transfer, providing timely and effective resolutions.
- Assist in establishing and managing a Scheme helpline dedicated to handling client queries, complaints, and objections.
- Help maintain a flexible team workflow to adapt to client behavior and call volume variations.
- Coordinate with Relationship Managers (RMs) to ensure seamless client service, even if RMs reach out directly.
- Support the setup and maintenance of appropriate Scheme telephony technology, including freephone numbers, call recording, and call-based Management Information (MI).
- Proven experience in investment administration/Client Services or a similar role within the wealth management industry interacting with RMs and HNWI directly.
- Proficiency in using telephony systems and technology for client service operations.
- Problem-solving skills and the ability to handle client complaints and objections professionally.
- Familiarity with wealth management systems and processes.
