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    Client Service Executive We are recruiting a Client Service Executive - Birmingham, United States - Capital Professional Services LLC

    Capital Professional Services LLC
    Capital Professional Services LLC Birmingham, United States

    3 weeks ago

    Default job background
    Description
    We are recruiting a Client Service Executive.

    Reports to:
    Connect Team Relationship Manager

    Location:
    Birmingham

    Hours of work:

    35 hours each week

    SMCR Function:
    This is a conduct role

    Purposeof role:


    To provide a consistently high level of service to Ascot Lloyd (AL) clients ensuring an excellent and compliant client experience of the highest possible standard.

    This should be in line with the AL values, as well as being mindful of Treating Customers Fairly (TCF) at all times.

    Key Responsibilities

    Regular contact calls to AL clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment to AL
    Build relationships with Connect clients with a view to create business opportunities and support business growth
    Meet personal referral targets with a view to providing fee generating referrals to other parts of the business supporting business growth
    Support client uplift initiative by identifying clients on incorrect service propositions and facilitate transfer to the new Connect Service proposition
    Support sales initiatives to identify and engage with clients to increase revenue for the business
    Provide an efficient inbound/outbound call service to the Ascot Lloyd clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments
    Support simplification of client communication and encourage digital interaction through promotion of the Personal Finance Portal with all clients
    Ensure accurate collation of client information and maintain up to date client records, enabling ease of ongoing client communication and meeting GDPR requirements
    Ensure effective storage of all client documentation in line with GDPR
    Ensure you operate within the AML requirements
    Facilitate and process simple investments (non-advised top ups) and withdrawals, ensuring the appropriate non advised process letter is produced in line with AL compliance process
    SM&CR Responsibilities


    As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.

    Individual Conduct Rules
    You must act with integrity
    You must act with due care, skill and diligence
    You must be open and co-operative with the FCA, PRA and other regulators
    You must pay due regard to the interests of customers and treat them fairly
    You must observe proper standards of market conduct

    Experience & Skills Required

    Excellent interpersonal skills
    Drive and ability to plan, prioritise and manage workloads
    Ability to follow processes and procedures in a compliant manner
    Excellent communication skills, both written and verbal
    Enthusiastic, positive and confident telephone manner

    #J-18808-Ljbffr
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