Purpose of the role:
This role will be responsible for supporting 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:
- Support the ongoing contractual relationships and the operational delivery of services to clients for an Account or group of Accounts
- Serve as a primary or general point of contact for your or teams client relationships and ensure client satisfaction
- Support the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded
- Ensure all work performed is invoiced on time and in line with client contracts
- Support Relationship Managers and the finance function for any outstanding client debt
Skills required:
- Ensure clear and effective communication with department and across the company
- A strong communicator to various stakeholders, including colleagues, clients, auditors and suppliers
- Good written and verbal communication
- Good knowledge of software packages, i.e., Microsoft Office
- Good knowledge of relevant regulatory requirements and standards