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Investor Support Executive

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Salary Competitive
Type Permanent
Location Northwich
Division
Job Reference 24238
Contact Christopher.Neal
Date posted

Investor Support Executive – Northwich – £20k + Bonus + Benefits

 

An exciting opportunity has arisen to join a leading Asset Management Company in Cheshire. The Financial Services Organisation is seeking an Investor Support Executive to join on a permanent basis.

 

The Investor Support Executive will be responsible for dealing with client queries through various channels and administer their accounts. You will be expected to deliver excellent customer service.

 

 

KEY RESPONSIBILITIES:

 

Decision Making

  • Making suggestions on services to improve the consistency, quality and efficiency of service
  • Take client feedback into account when making decisions to ensure that the service provides the most appropriate service to meet client needs
  • Make informed, timely and appropriate decisions for the Self Direct clients
  • Keep the Supervisor’s appraised at regular meetings of issues affecting performance and service development, proactively suggesting solutions where there is a need
  • Represent the Self Directed Client Service element in working harmoniously with other service areas to ensure the client service team can deliver the best, most efficient and effective service possible to our clients

 

Planning

  • Manage your own workload to deliver voice, email, letter and Secure Message based service to a wide variety of Self Direct clients
  • Manage your workload and day to ensure SLA’s are achieved
  • Liaise with other business areas to minimise impact of activity on SLA’s

 

Processes/Procedures

  • Learn and maintain a working knowledge of the teams procedures and use your knowledge and experience to suggest improvements where possible

 

Complaints/Incidents

  • Assist the Supervisors to maintain an internal complaint process to ensure responses are within the agreed CBAM SLA’s
  • Liaise with Compliance on the resolution of complaints

 

Compliance Liaison

  • Liaise with the compliance department to make sure that all tasks undertaken are meeting current regulatory requirements
  • Report any breaches of compliance to the Investor Support Team Manager and advise compliance team where necessary

 

KEY REQUIREMENTS:

 

  • Strong customer service skills
  • Good client interaction
  • Good telephone skills

If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.

BRUIN recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination.

As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs.

We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry.

Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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Contact Christopher Neal about this job

Associate, Consultant