Investment Support Executive

Reed Insurance
16 Apr 2017
16 May 2017
Contract Type
Full Time
An exciting role for a wealth management company in Northwich has become available. This is a fantastic role for someone who would like to move into the Investment management side of the industry, with the title Investor Support Executive.

The salary for the role is £20,000 with above average benefits package. This role is an initial 6 month fixed term role for 6 months.

In the role you will be responsible for dealing with client queries through various channels, and more specifically,

• 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 Senior Investor Support Executive appraised at regular meetings of issues affecting performance and service development, proactively suggesting solutions where there is a need
• Represent the Self Direct 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
• 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
To be considered you will have experience in Financial Services and a desire to succeed in this part of the industry.

Please apply or contact Peter for more information.

Reed Specialist Recruitment Limited is an employment agency and employment business