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Swindon

    Customer Commercial Account Advisor - Swindon, United Kingdom - Reed

    Reed background
    Description

    We are seeking a Contract Services Advisor at various levels to join our well-known Financial Services Network firm, offering technical advice and support to new and existing AR's and Partners.

    This role requires a balance of providing high-quality service while achieving the right commercial outcomes.

    The ideal candidate will have a strong background in relationship management, technical expertise in contracts and be adept at managing practice succession planning and business restructures.

    Full-time

    Location:
    Swindon, Hybrid 2 days office-based and 3 days from home
    Manage relationships with Key Accounts, acting as a subject matter expert on contracts and financial manuals.
    Work with Legal to progress, facilitate, and report on legal actions.
    Resolve contractual queries and provide technical advice to other business areas, Partners/Advisors, and Field Management.
    Liaising with Legal to progress, facilitate and report legal actions as required.
    Resolving contractual queries and providing technical advice to other business areas, Partners / Advisors and Field Management.
    Previous Financial Service Experience
    Experience of proactively managing a pipeline of work against SLAs and deadlines and complaint handling.
    Business awareness and service orientation.

    Good understanding of the Financial Services Industry, including Financial Conduct Authority, Consumer Duty, Data Protection, Anti Money Laundering and Vulnerable Customer principles and how to apply these to day-to-day processes.

    Broad understanding of Financial Services marketplace and competitors.
    Excellent working knowledge of internal systems and Microsoft office package; Word, Excel, PowerPoint, and Outlook as a minimum
    Experience of proactively managing a pipeline of work against SLAs and deadlines and complaint handling.


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