SALARY:£25,000 PA.

Forward thinking company within the financial sector are searching for a Client Services Manager. The purpose of this role is to provide outstanding customer service to a wide and varied clients, both Employers and Employees. The role requires a careful balance of customer service skills with strong back office administration skills. Customer service needs to be delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture.

As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards and a fundamental part of the role is to maintain exemplary client and business records.

Main Responsibilities:
·Manage service to Employers and Employees and ensure that each employee’s case is handled appropriately
·Liaise with the company’s Employer Solutions channel to ensure ongoing servicing of new and existing Employers and Employees
·Provide admin support to the company’s Paraplanners when required
·Liaise with the company’s Financial Planners to ensure that advice reports are delivered in a timely manner
·Maintain accurate customer and business records to the standards required by the FCA
·Promote awareness of company profile and brand
·Assist with the testing of new advice systems as required
·Ensure that all telephone calls and emails to the company are handled appropriately
·Handle administration of all incoming post
·Support and engage in all activities relating to driving up user numbers
·Carry out monthly payroll and product provider uploads for Employers
·Monthly reconciliation of Employer Data to include joiners, leavers and any changes
·Liaise with Product Providers as and when required
·Adhere to all Information Security policies and procedures

Our client is looking for:
·Exceptional attention to detail and accuracy
·Strong administrative skills
·Excellent organisation/time management skills
·Able to communicate and/or present credibly and effectively at all levels
·Capable of managing change
·Ability to learn new IT systems as required
·Competence in IT (Word, Excel, PowerPoint etc)
·Understanding of Financial Services – preferably in the regulated financial advice sector
·Experience in a customer service environment, preferably in an internet based business
·Evidence of business administration and/or customer service activities undertaken

If you are interested in this position please email your CV along with a short covering letter to explain why you think you would be ideal for the role.

Ref No: 3102
Location: Warwick
Job Type: Permanent
Full or Part Time: Full Time – 37.5 hour week
Salary: £25,000 PA

Please note that if you do not hear back from us in 7 working days your application on this occasion has been unsuccessful. However your details will be considered for any other roles that we feel your skills and experience may be suitable for. If you are already registered with Tri please contact your consultant to discuss your suitability for this position. Tri can only consider applications from candidates who are currently eligible to live and work in the UK in line with Home Office Guidance on the prevention of illegal working. We operate a strict equal opportunities policy.

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