Purpose of the role:
You will be responsible for a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.
Responsibilities:
- Be jointly responsible with the finance function for any outstanding client debt
- Be responsible for the implementation of annual fee increases
- Support Service Delivery lead as a contact person for escalations and ensure client satisfaction
- Ensure the team builds and maintains strong relationships with clients as well as other teams and provides day-to-day assistance, advice and support
- Ensure the team has the appropriate level of technical expertise, qualifications and experience to provide the service and ensure this remains up to date through CPD
- Promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the Relationship Managers and achieve contract extensions or additional business within the account(s)
Skills required:
- Relevant professional qualification, ideally degree level or equivalent
- Minimum 5 years relevant experience with at least 3 years at Senior Officer or Assistant Manager level
- Ideally to hold JFSC Table 5 qualification
- Keen eye for detail and ability to see and implement changes to process to improve service delivery to clients and improve profitability from the services provided
- Sound knowledge of software packages, i.e. Microsoft Office
- Sound knowledge of relevant regulatory requirements and standards