Purpose of the role:
You 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 team’s 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
- Work with your team to ensure you build and maintain strong relationships with clients as well as other teams and provide day-to-day assistance, advice and support
Skills required:
- Good knowledge of software packages, i.e. Microsoft Office
- Good knowledge of relevant regulatory requirements and standards
- Good written and verbal communication
- Customer service oriented with a passion for consistently exceeding client expectation