Client Management Consultant - Bristol, United Kingdom - Curtis Banks

Curtis Banks

Verified Company

Bristol, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

CLIENT MANAGEMENT CONSULTANT

BRISTOL
2019

The Role

At Curtis Banks, we believe that a business can only be as successful as the people who work for it.

Our
commitment to encourage employees to take responsibility for their career, encouraging them and
offering opportunities for advancement, is an integral part of our business strategy.

Client Management Consultants serve as the front line of Curtis Banks. They are expected to resolve
client queries on a first-time basis primarily over the telephone. Individuals will be responsible and
accountable for playing a leading role in improving our services.

The role requires the individual to primarily assist clients over the phone with pension enquiries
(ranging from simple valuations to more technical queries) you will also be responsible for a variety of
administrative tasks which will vary from day to day.

*You will:
Possess an excellent working knowledge of the Curtis Banks products, the fee structure, key
features and terms and conditions.

Provide excellent standards of customer service to our clients and advisers. Working to fully resolve
telephone queries and arrange follow up work when required.

a same day basis where possible.

Proactively identify improvements to our procedures within the department, to provide feedback
from clients directly to the CMT Manager.

Be patient, reliable, trustworthy and proactive on a day to day basis.

Be driven to contribute to the success of Curtis Banks and help drive sales through customer
recommendations.

Complete comprehensive security checks in order to ensure the safety of our client data and the
reputation of our organisation.

Provide excellent record keeping including detailed telephone notes.

Fulfil any other reasonable requirement of the department or Curtis Banks Ltd

*Skills and Experience:
Prior client service, pensions or investments experience desirable.

Able to demonstrate a good working knowledge of self-administered pension schemes, our
commercial market place and where we sit in it is desirable.

Ability to work well as a team, but also demonstrate self-sufficiency.

Ability to take responsibility for own administration, including paperwork and filing.

Excellent telephone, verbal communication skills.

Excellent organisational skills including attention to detail.

Hardworking and able to perform under pressure.

Drive to deliver exceptional client service, always keeping promises and aiming to drive business
growth.

Proficient computer user, comfortable with Microsoft office systems (experience with SIPP-Pro,
Origo Options desirable)

*General competencies:
Understands the service level agreements set by the firm relative to the distribution channel,
counterparty and service as relates to benefits administration. Is able to set priorities and quality
standards in own work and those under supervision, to consistently achieve or exceed these
standards.

With training, is able to demonstrate a full knowledge of the pricing structure(s) operated by the
firm across annual fees, activity fees, assessment and penalties, plus an appreciation of where
commercial fee arrangements have been set with specific counterparts.

Is able to take responsibility for own administration, including paperwork and filing
*Working for Curtis Banks has never been so rewarding

Everyone receives a generous salary, 26 days holidays and the opportunity to take part in our
fantastic Sharesave Scheme.

Amazing Pension contributions from the business of 8%

Benefits scheme that includes discounts from shops, gyms etc.

Cycle to Work scheme and many more

2

Job Type:
Permanent