You will participate fully and proactively in the promotion of a constructive “client servicing” culture as well as develop and maintain effective working relationships with the Teams and Management Team to ensure a collaborative approach.
Work proactively and collaboratively with all Administration Team Members on all client administration tasks. Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements. Invite feedback and look to improve performance. Acquire knowledge of business activities, products and services. Learn to effectively manage time input and work in progress on own portfolio.
Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations. Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible and the client’s working style has been respected
Assist and work collaboratively with the other (Senior) Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios. Complete client administration matters accurately and in a timely manner.
Ensure client procedures are followed at all times. Maintain proper and orderly client records. Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
Grow commercial awareness and develop a good level of competitor and industry awareness.