Overall Summary
Join TrinityBridge Client Services team as a Client Service Executive. It is the CSE’s responsibility to ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner.
Responsibilities
* Managing leads with the Client Relationship Management (CRM) system
* Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement
* Adherence to TrinityBridge Client Service procedures
* Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
* Preparing meeting packs, annual review packs and valuations for client appointments
* Call management/client contact
* Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
* Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
* General ad hoc duties as required by the Practice or assigned by the Client Service Manager
* Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
We would love to hear from you if:
* Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
* Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
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 TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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