CLIENT SERVICES EXCEUTIVE - IFA FIRM
BIRMINGHAM OR WOLVERHAMPTON
SALARY: NEGOTIABLE DEPENDING ON EXPERIENCE
NJR Recruitment are working in Partnership with a National Firm of Independent Financial Planners who are now looking to recruit an additional Executive to work as part of their client Services Team. Working from either the Birmingham or Wolverhampton, the role will involve providing a consistently high level of service to customers ensuring an excellent and compliant client experience of the highest possible standard.
Key responsibilities will include;
" Regular contact calls to clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment
" Build relationships with Connect clients with a view to create business opportunities and support business growth
" Meet personal referral targets with a view to providing fee generating referrals to other parts of the business
" Support client uplift initiative by identifying clients on incorrect service propositions
" Support sales initiatives to identify and engage with clients to increase revenue for the business
" Provide an efficient inbound/outbound call service to clients, taking ownership of the client journey
" Support simplification of client communication and encourage digital interaction through promotion of the Personal Finance Portal...