Client Service Executive - Edinburgh, United Kingdom - Meraki

Meraki

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job purpose

To coordinate and ensure that excellent service promised to each client is provided in the local office working as part of the client team.

Ensuring that all work agreed with a client is delivered and accounted for correctly.

Key accountabilities

To proactively engage with clients to help them get up to date with matters in hand
To remind FPs and schedule Annual Reviews as they fall due
To coordinate work of FPs, FPAs and others in the delivery of service to clients.
Effective management of workloads
Provision of administrative support to Financial Planners
Maintain client records and internal CRM systems in accordance with the firm's procedures
Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II
Support relationships with IMs, Clients, external providers and all other stakeholders
Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner
Keep up to date with changes in procedures and follow them at all times
Other duties as directed by the department/line manager
Provide similar support to other offices or teams when cover is required as decided by line managers

***
Competencies
Working relationships

- To actively build and maintain relationships within various departments within the business, clients and external providers.

Communication skills - To communicate, both verbally and through the written word, in an effective and positive manner, adopting a flexible and adaptable approach.

Compliance

- To understand the requirements of the regulators and to be a ware of the firm's compliance procedures.

Quality Awareness

- To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors within agreed deadline.

Planning

- To be able to prioritise workloads

Client first - To anticipate clients' requirements and be able to meet their needs. Always striving to delivery an excellent service to clients.