Client Management Consultant

Flair for Recruitment
Bristol (City Centre)
16 May 2019
20 May 2019
Contract Type
Full Time

Do you have client services experience and knowledge of pensions or investments? Are you customer focussed with the energy to drive process improvements?

A leading financial services firm in Bristol is seeking a Client Management Consultant to join their successful team.

In this role you will:

  • Provide excellent standards of customer service to clients and advisers
  • Work to fully resolve telephone queries and arrange follow up work when required.
  • Complete various administration work in good time, to ensure requested letters & emails are sent on a same day basis where possible
  • Proactively identify improvements to procedures within the department
  • Complete comprehensive security checks in order to ensure the safety of client data and the reputation of the organisation
  • Provide excellent record keeping including detailed telephone notes

Your skills and qualities:

  • You’ll have prior client service, pensions or investments experience (highly desirable)
  • You’ll have the ability to work well as a team, but also demonstrate self-sufficiency
  • You’ll have excellent telephone, verbal communication skills
  • You’ll have excellent written & numeracy skills
  • You’ll have excellent organisational skills including attention to detail
  • You’ll be hardworking and able to perform under pressure
  • You’ll be a proficient computer user, comfortable with Microsoft office systems (experience with SIPP-Pro, Origo Options desirable)
  • You’ll be able to demonstrate the ability to identify data anomalies and issues and correct them at source or seek guidance as appropriate
  • You’ll have the ability to demonstrate a good working knowledge of self-administered pension schemes (desirable)

If you know someone else who’d be appropriate for this role, please share it with them - If you refer someone who is successful, we will reward you with vouchers of your choice.

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