Client Experience Specialist - Edinburgh, United Kingdom - Gilson Gray

Gilson Gray

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Experience Specialist

Who We Are
Gilson Gray Financial Management are part of Gilson Gray Law Firm. A comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime.

Gilson Gray Financial Management provide a wide range of services whether clients are looking to build, grow, protect or preserve their wealth.

Based in Glasgow and Edinburgh, GGFM focus on ensuring we provide the highest level of advice and on-going service to our clients.

We are ambitious and have an increasing number of advisers and support staff aiming to grow our market presence significantly.

We have doubled the business in the last six months. We pride ourselves in looking after our clients personally.

Our Team
We have a highly engaged, collaborative team that support each other. We work hard but take time to celebrate success also.

We are a company that cares about building an inclusive, collaborative place to work where you can stretch yourself, personally and professionally.

We value a diverse team and believe the variety of experiences and backgrounds in our team make us stronger.

We have hybrid working in place along with excellent career development opportunities and networking.

We are looking to hire a Client Experience Specialist to join our Client Experience Team. This is a client facing role so you will need great social and interactive skills.

The Role
As a Client Experience Specialist at GGFM you'll be responsible for:

Engaging with Clients to build relationships to ensure excellent Client experience and outcomes
Using Salesforce daily, our Client Review System to accurately record all client activity and preferences
Liaising with Advisers regularly to ensure Clients receive their annual review on time
Event Management contact strategy for Clients, guests and prospects
Using St. James's Place documentation, following procedures and processing Client instructions

Required Knowledge and Experience:

Previous experience in a client experience role, ideally in financial services or related sector
Knowledge of financial service regulations and legislation
Experience of using client management systems
Broad experience of Microsoft Office, advanced Excel and experience of using Salesforce
Have excellent social and interpersonal skills dealing with clients
Have excellent communication, organizational and attention to detail skills
Take pride in producing high quality, accurate and timely information
Show excellent verbal and written communication skills
Problem solving and analytical skills
Demonstrate excellent attention to detail
Ability to work as part of a large team and contribute to the overall business aims

Benefits

A competitive salary with annual review and potential bonus award depending upon performance
Full training and career development plans including St. James's Place Accreditation
32 days holiday a year (inc. Bank Holidays)
3 x Death in Service Benefits
Membership of an occupational pension scheme
Wellbeing initiatives and opportunity to access online Health Provider
Hybrid Working

While this position is Edinburgh based, we operate a hybrid working model so remote working during the week is available.

This is an exciting time to join us.

Think this is for you? Get in touch for a confidential chat about how you can become part of the team.

Job Types:
Full-time, Permanent

Benefits: