OVERALL SUMMARY
In this role you will provide administrative support, following the passing of a client in respect of any funds managed by Close Brothers Asset Management (CBAM). Working closely with other colleagues, you will be a crucial member of the team, ensuring an efficient and sensitive handling during the process.
RESPONSIBILITIES
* Undertake all stages of the Bereavement Administration process from initial notification, through system updates and document preparation, to the final processing of Deceased estates instructions, within agreed SLAs.
* Direct contact with clients and deceased representatives both over the phone and in written form, covering a number of different elements, to ensure an excellent service is provided at all times.
* Close liaison with other internal customers to ensure that an excellent service is provided, at all times.
* Support with the collation of departmental statistics on a daily and monthly basis, where appropriate.
* Ensure any areas of concern are raise in a timely manner to Line Manager
* Adherence to and updating of, all departmental procedures.
* Consistently demonstrate and act in line with our Business Principles (Client, Excellence, People & Integrity).
WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:
* Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage.
* Previous Bereavement Administration experience would be a key advantage.
* Keen attention to detail (system and non-system).
* Ability to work quickly and accurately within very tight deadlines.
* Good team player with the ability to work on own initiative.
* Flexible and available to work overtime during peak workload periods.
* Good communication skills (written and verbal).
As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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