Client Relations Specialist

4 weeks ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

pbJobTitle:/bClientRelationsSpecialist/ppbJobSummary:/b/ppWeareseekingahighlyskilledClientRelationsSpecialisttojoinourteamatEvelynPartners.AsaClientRelationsSpecialist,youwillberesponsibleforinvestigatingclientqueries,liaisingwithinternalandexternaldepartments/providerstoresolveissues,andupdatingclientswithdevelopmentsontheirqueriesviaemail/letter/telephone./ppbKeyResponsibilities:/b/pulliInvestigateclientqueriesandresolveissuesinatimelyandprofessionalmanner./liliLiaisewithinternalandexternaldepartments/providerstoresolveclientqueries./liliUpdateclientswithdevelopmentsontheirqueriesviaemail/letter/telephone./liliMeetandexceedindividualandteamtargets,workingaspartofastrongteam./liliGeneratequalitybusinessleadsbyspottingopportunitieswhendealingwithclientsandreferringthemtootherareasofthebusinesswhenappropriate./li/ulpbRegulatoryResponsibilities:/b/pulliStrictadherencetointernalcomplianceproceduresandT&Crequirements./liliReportingofanysuspicioustransactionstotheMLRO./liliUndertakingtrainingandcompetenceasrequiredbythebusiness./li/ulpbQualificationsandExperience:/b/pulliAleveleducationisessential,universityleveleducationisdesirable./liliExcellentwritten,verbalandinterpersonalskills./liliPrevioussalesexperienceisnotessentialbutadvantageous./liliProvenabilitytobebothcredibleprofessionallyandabletobuildlongtermrelationshipswithcolleaguesandclients./li/ulpbKeyCompetencies:/b/pulliExcellentcommunicationandinterpersonalskillsareessential./liliMusthaveaprovenstrongethicofclient/customerservice./liliAttentiontodetail./liliGoodorganizationalskills./liliDemonstrateinterestinthefinancialservicesindustry./liliAbilitytoworkatpaceanddeliveragainstestablishedpersonalandteamtargets./liliProactiveandflexibleapproachtowork,andabilitytoworkunderpressure./liliAbilitytoworkwellwithinateamwithapositiveattitudeandawillingnesstolearn./liliAbilityanduseinitiative,judgementandreasoninginordertoproposesolutionstoproblems./li/ulpbBenefits:/b/pulliCompetitivesalary./liliPrivatemedicalinsurance./liliLifeassurance./liliPensioncontribution./liliHybridworkingmodel(roledependant)./liliGenerousholidaypackage./liliOptiontopurchaseadditionalholiday./liliSharedparentalleave./li/ulpbAboutEvelynPartners:/b/ppWeareproudtovaluethedifferencesthatadiverseworkforcebrings,representativeofsocietyandourclients.AtEvelynPartnerswehaveawiderangeofhighlyactiveemployeeresourcegroupsandwe'redeliveringmultiplediversity,equityandinclusioninitiativesacrosstheorganisation.Itisourcommitmenttoprovideaworkspacewhereallcolleagues,regardlessofidentity,background,orcircumstance,feelrespectedasindividualsandfeelthattheycanachievetheirfullpotentialandworkinasafe,supportive,andinclusiveenvironment./ppWearehappytomakeanyreasonableadjustmentstoaccommodateforyourneedsthroughouttheapplicationprocess.PleaseletyourRecruiterknow./p



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