Enhancing Client Relationships
2 weeks ago
The Client Experience Specialist will play a pivotal role in enhancing the client journey, ensuring every interaction is seamless, timely, and delivered with professionalism.
Main Responsibilities:- Lead and mentor an offshore team to deliver exceptional support services.
- Manage workflows and implement financial advice accurately and compliantly.
- Serve as the primary point of contact for client queries, providing prompt, professional, and empathetic responses.
- Oversee the preparation of Statements of Advice and key client documents.
- Continuously refine internal systems and processes to boost efficiency and compliance.
- Facilitate weekly implementation meetings and drive monthly training sessions.
- Monitor service delivery and deadlines to ensure timely client commitments.
- Collaborate closely with Directors and advisers to provide critical support.
- At least 2 years' experience in a client service or operations role within financial planning.
- A sharp eye for detail, strong time management skills, and next-level organizational abilities.
- A natural communicator with a calm and solutions-focused mindset.
- A passion for leading people and improving business processes.
- Proactive, reliable, and always seeking opportunities for growth and improvement.
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Enhance Client Relationships
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