Client Services Specialist
2 weeks ago
In this role, you will play a vital part in delivering exceptional client service by effectively handling a variety of client requests. Your expertise will be crucial in case management for bereavement and powers of attorney cases, SIPP servicing, and account closures. You will have a strong client-centric mindset and approach whilst ensuring all activities adhere to Service Level Agreements and maintain high standards of attention to detail and analytical skills.
Key Responsibilities:- Provide professional and empathetic support to clients, ensuring their needs are met with a high level of satisfaction.
- Handle client requests related to bereavement, powers of attorney, SIPP servicing, and closures in a timely and accurate manner.
- Prepare and process necessary documentation for various client requests, ensuring compliance with regulatory requirements.
- Analyse and resolve client issues, escalating complex cases to the appropriate team members or departments when necessary.
- Ensure all tasks are completed within the agreed SLAs, maintaining a high level of service quality.
- Work closely with other team members and departments to ensure seamless service delivery and continuous improvement of processes.
- Be receptive to change and embrace a willingness to implement and embed new processes and technology.
- Strong attention to detail in handling client information, requests and documentation to avoid errors and ensure accuracy.
- Dedicated to providing a positive client experience, demonstrating empathy and professionalism in all interactions.
- Excellent verbal and written communication skills to effectively interact with clients and team members.
- Strong organisational skills managing multiple tasks and deadlines.
- Collaborative approach to work, contributing to a supportive and efficient team environment.
- Flexible and able to handle a variety of tasks and changing priorities.
- Collaborative approach to work, contributing to a supportive and efficient team environment.
- Strong organisational skills managing multiple tasks and deadlines.
- Excellent verbal and written communication skills to effectively interact with clients and team members.
- Dedicated to providing a positive client experience, demonstrating empathy and professionalism in all interactions.
- Work closely with other team members and departments to ensure seamless service delivery and continuous improvement of processes.
- Ensure all tasks are completed within the agreed SLAs, maintaining a high level of service quality.
- Analyse and resolve client issues, escalating complex cases to the appropriate team members or departments when necessary.
- Prepare and process necessary documentation for various client requests, ensuring compliance with regulatory requirements.
- Handle client requests related to bereavement, powers of attorney, SIPP servicing, and closures in a timely and accurate manner.
In addition to a competitive salary, we offer a range of benefits to our employees, including:
- Generous holiday entitlement.
- Company pension contribution.
- Additional cash allowance.
- Private medical insurance.
- Life insurance.
- Health screening.
- Financial advice.
- Car allowance.
- Annual bonus.
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