Client Relations Executive
Smith & Williamson
Liverpool, GB
6d ago

Purpose of Role

To provide a comprehensive telephone based support service for clients.

Reports to Associate Director of Service

Responsibilities :

  • Investigate client queries and liaise with internal and external departments / providers to resolve issues
  • Follow up outstanding queries
  • Update clients with developments on their queries via email / letter / telephone
  • Meet and exceed individual and team targets, working as part of a strong team
  • Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
  • Regulatory Responsibilities :

  • Strict adherence to internal compliance procedures and T&C requirements
  • Reporting of any suspicious transactions to the MLRO
  • Undertaking training and competence as required by the business
  • Candidate Profile

    Education and Qualifications :

  • A level education is essential, university level education is desirable
  • Experience and Skills :

  • Excellent written, verbal and interpersonal skills
  • Previous sales experience is not essential but advantageous
  • Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
  • Demonstrable business acumen together with experience in developing and implementing business plans
  • Excellent communication and interpersonal skills are essential
  • Must have a proven strong ethic of client / customer service
  • Attention to detail
  • Good organizational skills
  • Demonstrate interest in the financial services industry
  • Ability to work at pace and deliver against established personal and team targets
  • Proactive and flexible approach to work, and ability to work under pressure
  • Ability to work well within a team with a positive attitude and a willingness to learn
  • Ability and use initiative, judgement and reasoning in order to propose solutions to problem
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