Client Operations/client Services Management
2 weeks ago
Job responsibilities:
- Responding to queries from clients, advisers and colleagues in a timely manner.
- Answering calls from adviser firms and their clients them with high quality service.
- Responding to queries from clients, advisers and colleagues in a timely manner.
- Adhering to all processes and deadlines ensuring our service is consistent and the business is compliant with FCA regulations.
- Developing and managing relationships with the financial adviser firms based in the region of the UK assigned to your team.
- Giving feedback to Advisers and their Clients to help them utilise the firm in the best way for their business.
- Working with work sales and adviser support teams and always looking to improve company’s service, reduce errors and individual or team efficiency.
- Understanding the different business models of the Adviser firms that you manage.
- Desire to work and progress within financial services
- Degree is beneficial but not essential
- 3-18 months of work experience in financial services
- Knowledge and understanding of ISAs and Pensions
- Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities
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