Client Servicing Specialist - Crowland, United Kingdom - Murfitt Wealth Management

Description

To maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.

• Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;
• Help our clients to better understand the full potential of our products;
• Be the point of escalation for complex client queries, liaising with the respective financial adviser as appropriate;
• Deliver, promote and enhance the business's clientfacing strategy and onetoone interactions with its clients to ensure all clients of Murfitt Wealth Management receive a firstclass client experience;
• Coordinate internal projects and determine the best use of resources to increase customer satisfaction;
• Monitor and measure client satisfaction.
• Monitor and maintain the business social media accounts

• Experience of managing client accounts and relationships;

• Professional and confident in dealing with people, working with total discretion at all times;
• Excellent communication and organisational skills;
• IT proficient
• Adept at problem solving;
• Confident decision maker;
• Open to change with a creative approach to problem solving;
• Demonstrates a positive attitude at all times;