Client Liaison Team Leader

Nelson Scott
West End, London
19 Jun 2017
19 Jul 2017
Contract Type
Full Time

Leading UK Investment and Wealth Management Group have an opportunity for Client Service Team Leader ,who has an excellent phone manner , to be the first contact for all new and existing Private Clients , who are looking to use there Financial Services

You should have 5 to 10 years client service within Financial Services and have operational procedures and client on boarding expertise from Retail Banking, Call Centre or Wealth Management client service background with experience of managing a small team

1. Delivering the best possible first experience of the Group for potential clients

· A representative of the business and first point of contact for potential new clients

· Deliver the best initial interaction with clients by taking a holistic and empathetic view of their needs and reasons for getting in touch and then set up and process new Private Clients accounts

· Ensure all enquiries are answered within 24 working hours

2. Directing them to the right service

· Gain an initial, light touch understanding of what the client is looking for before directing them to the right person to speak to

· Follow up with all potential leads ensuring the most appropriate Investment Manager and Planner are used

3. Keeping track of each client as they come into the business:

· Keep track of each client as they move through the business to aid conversion by creating and maintaining correct, up to date records and

· Support the Investment Manager or Planner in following up with all potential leads and securing first meeting or engagement

· Track key metrics such as conversions in addition to qualitative metrics such as feedback

4. Following up to ensure they are onboarded and happy

· Be in touch with each client following sign-up to check they are happy and identify any potential feedback

· Ensure that all Client and CRM data is in order from the outset

· That all necessary infrastructure is set up correctly and in place (including the Ipswich teams)

· Make sure the appropriate correspondence preferences are in place and that the Welcome Pack has been received. Pro-Activity: identifying opportunities for improvement

· Maintain a keen eye for detail and a passion for doing an outstanding job by identifying opportunities to improve continually the Client Experience