Purpose of the role:
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
Supportthe 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 provideday-to-day assistance, advice and support
Skills required:
Ideally, 2 years relevant experience Ideally to hold or willing to study towards a JFSC Table 5 qualification
Relevant professional qualification, ideally A level or equivalent
Customer service oriented with a passion for consistently exceeding client expectation
Good knowledge of software packages, i.e. Microsoft Office
Good knowledge of relevant regulatory requirements and standards