Job Information

We are delighted to be recruiting for an experienced Client Experience / Customer Service team member for a successful National Wealth Management company in Wakefield, West Yorkshire.

This is an organisation that takes pride in its people, their development and reward and recognition.

Currently expanding, we invite you to be a part of this growth story, led by exceptional customer service, by applying for a position as a member of our Client Experience Team based in Wakefield.

With a background in customer service you will use your own initiative to enhance our client experience. A professional yet engaging telephone manner is vital for this role as you will build long term relationships via multiple remote and face to face communication methods.

An ability to learn new tasks, provide clear and accurate information to our team of Financial Planning Consultants means that an eye to detail is vital for this role.

With progression and development opportunities fully supported, this role is ideal for someone who wants to build a successful career.

Responsibilities:

• Answer all incoming enquiries and manage outcomes with clients
• Engage with clients to build relationships pre/in/post meeting
• Manage event attendance and contact strategy for clients, guests & prospects
• Send client updates as agreed with Client Service Questionnaire preferences
• Update client information and manage central client bank to re-engage with the firm
• Update/change of client address details
• Utilise CRM system for all workflow management
• Book review meetings in Advisers diary & complete appointment preparation
• Complete Anti Money Laundering background check work
• Become expert in utilisation of voice dictation software
• Type up case “handover” documents for handover to Adviser Support Team
• Contact external organisations for scheme/plan information
• Stationery audit/management : ensure all offices have enough volume and accurate literature
• Management of postal arrangements : Franking/Drop Off/Distribution

You will ideally have around 2+ years` experience within a customer service role of a financial institution and studying towards a financial qualification would be advantageous.

Competitive salary and fantastic benefits awaits the successful candidate.