Client Servicing Specialist - Strathclyde Business Park, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

Strathclyde Business Park, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

**Job title: Client Servicing Specialist

Location:
Bellshill, North Lanarkshire

Salary:
Highly competitive salary and benefits

The Opportunity - **An exciting new opportunity has arisen for a Client Servicing Specialist to join a busy team within SRB Wealth Management Limited to provide an account / relationship management service to the firm's client bank.

SRB Wealth is a highly successful Senior AppointedRepresentative of St. James's Place.

SRB Wealth has been highly successful and have experienced year on year growth since it was established in 2010. The newly refurbished office is easily accessible from the motorway and neighbouring towns. Free parking is provided directly in front of theoffice.

This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

The Role -

We are looking for a Client Servicing Specialist who can help maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.
The Client Servicing Specialist will help our clients to better understand the full potential of our products and act as liaison between the client and adviser.
They will also be responsible for delivering, promoting and enhancing the business's clientfacing strategy and onetoone interactions with our clients to ensure all clients of SRB Wealth receive a firstclass client experience

The Person - You will have previously worked within investment management administration or a wealth management environment where you have been managing client accounts/relationships and have good all-round knowledge which you are looking to expand and develop. As you willhave regular contact with clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You will have excellent communication and organisational skills, a keen eye for detail and will thrive underpressure. You will be IT proficient, enjoy problem solving and be a confident decision maker. There is fantastic potential to grow and develop within the business.

St.

James's Place (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base.

St. James's Place has funds under managementin excess of £148.4bn