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

Murfitt Wealth Management
Murfitt Wealth Management
Verified Company
Crowland, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Role purpose:


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


Key duties and responsibilities:


  • 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

Person specification:


Knowledge and experience:


  • Experience of managing client accounts and relationships;

Skills and behaviours:


  • 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;

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