Client Service Representative
2 weeks ago
The Client Service Executive plays a vital role in ensuring the smooth onboarding and ongoing servicing of clients for Close Brothers Asset Management.
Key Responsibilities- Client Onboarding: Manage leads and client data entry onto CBAM and third-party platforms to meet Service Level Agreements.
- Client Communication: Maintain regular communication with clients regarding meetings, appointments, and query resolution.
- Document Management: Ensure accurate and timely scanning, saving, and archiving of client documentation.
- Team Collaboration: Liaise with colleagues to ensure operational efficiency and profitability.
- Ad Hoc Duties: Perform general duties as required by the Practice or assigned by the Client Service Manager.
- Previous Financial Services Experience: A background in financial services is essential for this role.
- Attention to Detail: Excellent attention to detail is required for accurate data entry and document management.
- IT Skills: Proficiency in IT systems and platforms is necessary for effective client onboarding and servicing.
- Team Player: A proactive and team-oriented approach is essential for success in this role.
- Communication Skills: Excellent verbal and written communication skills are required for effective client communication.
- Record Keeping: Strong record-keeping and reporting capabilities are necessary for accurate data management.
- Proactive Nature: A proactive approach to identifying and implementing efficiencies is essential for success in this role.
- Multi-Tasking: Ability to multi-task and prioritize tasks effectively is necessary for managing multiple client relationships.
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Client Service Representative
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Bristol, Bristol, United Kingdom Close Brothers Group Full time{"Overall Summary": "At Close Brothers Asset Management, we are seeking a highly organized and detail-oriented Client Service Executive to join our Client Services team. The successful candidate will be responsible for ensuring seamless client onboarding and ongoing service queries are managed efficiently and in a timely manner.", "Responsibilities": "Manage...
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Client Service Representative
1 week ago
Bristol, Bristol, United Kingdom Close Brothers Group Full time{"Overall Summary": "At Close Brothers Asset Management, we are seeking a highly organized and detail-oriented Client Service Executive to join our Client Services team. The successful candidate will be responsible for ensuring seamless client onboarding and ongoing service queries are managed efficiently and in a timely manner.", "Responsibilities": "Manage...
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