Hybrid - Client Relations Advisor, £22,500 - Liverpool

Hybrid - Client Relations Advisor, £22,500 Liverpool

Feeling a change coming on in the new year with your career? are you ready to have a fresh start in 2023 and kick start with a new exciting challenge? We are currently recruiting for one of the biggest Wealth Management firms based in Liverpool that sit just outside the big 4 firms in the UK. We are looking for talented and enthusiastic customer focused people to join a growing, vibrant and professional team. If you have experience in customer services, whether in retail, hospitality or call centre with a proven track record of delivering exceptional services to clients and customers, then we want to hear from you!

This amazing opportunity is not just like any customer or client focused role, this offer great development opportunities and a chance to learn the world of wealth management which is just fantastic for that hungry candidate looking to take on an amazing new career.

So if you come from a financial services background and or are just really passionate, punctual and dedicated to your customers, then please read on!

Business Overview

Our client is a leading integrated wealth management and professional services group, who look after all clients combined wealth and tax needs, personal and business. They support over 172,000 clients across the UK managing a huge £52.7billion in assets.

Key Responsibilities & Duties

• Investigate client queries and liaise with internal and external departments/providers to resolve issues
• Follow up outstanding queries
• Update clients with developments on their queries via email/letter/telephone
• Meet and exceed individual and team targets, working as part of a strong team
• Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
• Strict adherence to internal compliance procedures and T&C requirements
• Reporting of any suspicious transactions to the MLRO
• Undertaking training and competence as required by the business

Experience & Skills Required

• Excellent written, verbal and interpersonal skills
• Previous sales experiences is not essential but advantageous
• Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
• Demonstrable business acumen together with experience in developing and implementing business plans
• Excellent communication and interpersonal skills are essential
• Must have a proven strong ethic of client / customer service
• Attention to detail
• Good organizational skills
• Demonstrate interest in the financial services industry
• Ability to work at pace and deliver against established personal and team targets

If you feel like you fit the profile of what we are looking for, then please apply today!