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Liverpool

    Client Relations Executive - Liverpool, United Kingdom - Evelyn Partners

    Evelyn Partners
    Evelyn Partners Liverpool, United Kingdom

    Found in: Talent UK C2 - 3 days ago

    Default job background
    Full time
    Description
    Job Description

    Job purpose

    • The position is client-facing and the role is telephone-based.

    Key Responsibilities

    • 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

    Regulatory Responsibilities

    • 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
    Qualifications

    Key Skills and Experience

    • 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

    Professional Qualifications and Education

    • A level education is essential, university level education is desirable

    Key Competencies

    • Excellent communication and interpersonal skills are essential
    • Must have aproven 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 establishedpersonal and team targets
    • Proactive and flexible approach to work, and ability to work under pressure
    • Ability to work well within a teamwith a positive attitude and a willingness to learn
    • Ability and use initiative, judgement and reasoning in order to propose solutions to problems
    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:

    • Competitive salary
    • Private medical insurance
    • Life assurance
    • Pension contribution
    • Hybrid working model (role dependant)
    • Generous holiday package
    • Option to purchase additional holiday
    • Shared parental leave

    We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

    We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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