Job Description

The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face interactions, emails, or phone calls. The team takes pride in providing comprehensive assistance by offering detailed information about the company products and processes, investigating, and resolving any issues our clients may encounter, and ensuring that they are completely satisfied with both the company and the service provided.

Responsibilities:

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts
• Communicate with clients on our clients product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients
• Acting as the primary point of contact for all third party and client queries and offshore funds range
• Assist other team members when necessary - provide cover during periods of absence

• Relevant 2 - 3 years working experience
• A business focused degree
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trusts
• Offshore experience - advantage
• Call Centre experience (Financial Services) - Essential
• Excellent business writing skills

• The ability to build and maintain meaningful relationships
• The ability to approach and own and continuously look for opportunities to develop
• A client focused and collaborative approach
• Ability to analyse, interpret and assimilate information

Rory Mackie & Associates