Senior Asset Management Coordinator
23 hours ago
We are seeking an experienced professional to join our team as an Asset Manager. This role involves providing excellent customer service and support to clients, handling internal and external calls related to estate or pension matters.
The ideal candidate will have experience in operations, helpdesk, or client services, with a proven ability to work accurately and deliver high-quality service. They should be able to communicate effectively with colleagues and clients, both verbally and in writing.
Key Responsibilities:
- Handle internal and external calls from bereaved clients regarding estates or pensions.
- Work closely with the operations team to resolve client queries and issues.
- Maintain accurate records and reports, ensuring timely and efficient communication with clients and colleagues.
Requirements:
- Degree in a relevant field (e.g., business, finance, or law).
- At least 2 years of experience in operations, helpdesk, or client services.
- Excellent communication and interpersonal skills.
- Ability to work accurately and efficiently in a fast-paced environment.
Benefits:
- Ongoing training and development opportunities.
- Pension scheme.
- Annual leave entitlement.
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