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Executive and Engagement Officer

2 months ago


South East England, United Kingdom Davies - Consulting Division Full time
Job Description

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).
Requirements
  • 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.