Purpose of the role:
Work with the Senior Director for Customer Relations to enhance the member experience for our book of clients, ensuring that plan members receive a premium service.
Responsibilities:
- Maintain and develop relationships with UHNW and HNW individuals with a focus on retention of key clients through enhanced member experience.
- Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Respond to / investigate participant queries in a timely manner and providing regular updates to clients.
Requirements:
- Excellent understanding of trustee and company risks and responsibilities.
- Excellent client handling skills.
- Ability to investigate and respond to client queries.