Customer Care Coordinator - Wealth Job in Derby, Derbyshire

Customer Care Coordinator – Wealth Job in Derby, Derbyshire. Apply for the latest Derby, Derbyshire jobs in Accounting/Financial/Insurance.

Customer Care Coordinator – Wealth Job in Derby, Derbyshire

Job Description
Customer Care Coordinator, you will be an integral part of the wider Sales Team supporting our Business Partners within our firms to enhance the customer experience.

Responsibilities • Outbound calling our client bank to identify opportunities for our Wealth Advisers

• Ensuring all inbound enquiries and website enquiries are responded to within an agreed service standard

• Effectively identify appropriate customer journey for our clients via the designed triage process Putting the customer at the heart of all decisions and interactions

• Call customers, identifying opportunities for Wealth subsequently booking the lead into a Wealth advisers diary where eligible

• Follow the Wealth best practices and procedures, in order to maximize opportunities from all avenues of business

• Provide effective communication and handle day to day operational issues, follow up on any corrective action plans.

• Develop business relationships with advisors, ensuring a timely follow up to ensure any leads are dealt with.

• Develop & maintain relationships with national lead or external introducers

• Review business levels, ensuring there is enough activity to achieve target

• Ensure all client information is kept confidentially and secure in line with the GDPR

• Follow the Wealth processes for recommendations

• Responsible for proactive follow up of any Wealth current or new initiatives.

• Understand Wealth central functions and develop relationship with all head office members of staff

• Maintain contact with Proposition Director and Wealth Team to confirm any feedback and action plans.

• Full understanding of all key projects including delivery programme – providing feedback from proactive call out plans.

• Maintain Contact Spreadsheets and produce monthly and ad hoc reports on activity

• Meeting targets and producing results on performance

• Adheres to all company policies and procedures as set by Company and Proposition Director

• Maintain Generic knowledge of the financial services industry inc Wealth and knowledge that is deemed necessary.

• Key understanding of Wealth systems including CRM and Banking.

• Carry out any ad hoc duties as required by the role.

• Ensure knowledge and understanding in areas of compliance and regulation is maintained as required.

• Support others, share knowledge and be responsible for training of any new members of staff upon expansion

Skills & Requirements

• Knowledge of the Wealth market

• Engaging and empathetic personality with the ability to build rapport quickly with customers and Advisers

• Professional approach and able to influence at all levels

• Marketing and brand awareness when dealing with customers is key

• Exceptional communication skills both verbal and written

• Excellent relationship building skills

• Confident telephone manner with good objection handling skills

• Self-motivated with a positive and "can-do" attitude

• The ability to work to challenging targets and deadlines and to maintain the quality of results whilst under pressure

• Able to work effectively on own initiative

• Advanced excel skills

Job Type: Permanent, Full Time
Location: Derby, Derbyshire
Category: Accounting/Financial/Insurance
City: Derby
County: Derbyshire
Country: United Kingdom
Salary:
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