Client Relations Specialist
3 weeks ago
Job Summary
Evelyn Partners is seeking a highly skilled Client Relations Executive to join our team. As a Client Relations Executive, you will be responsible for investigating client queries, liaising with internal and external departments/providers to resolve issues, and updating clients with developments on their queries via email/letter/telephone.
Key Responsibilities
- Investigate client queries and resolve issues in a timely and professional manner.
- Liaise with internal and external departments/providers to resolve client queries.
- Update clients with developments on their queries via email/letter/telephone.
- Meet and exceed individual and team targets, working as part of a strong team.
- Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate.
Regulatory Responsibilities
- Adhere to internal compliance procedures and T&C requirements.
- Report any suspicious transactions to the MLRO.
- Undertake training and competence as required by the business.
Qualifications and Experience
- A level education is essential, university level education is desirable.
- Excellent written, verbal and interpersonal skills.
- Previous sales experience is not essential but advantageous.
- Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients.
Key Competencies
- Excellent communication and interpersonal skills.
- Strong ethic of client/customer service.
- Attention to detail.
- Good organizational skills.
- Demonstrate interest in the financial services industry.
- Ability to work at pace and deliver against established personal and team targets.
- Proactive and flexible approach to work, and ability to work under pressure.
- Ability to work well within a team with a positive attitude and a willingness to learn.
- Ability and use initiative, judgement and reasoning in order to propose solutions to problems.
Benefits
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependant).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
Evelyn Partners is committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
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