Client Relations Support
About us
ebi is an award winning technology-based discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers. We have been working with financial advisers from around the country since 2010, having grown to now manage nearly £4 billion in assets from over 12,000 investors.
The Role
The Client Relations team is a critical function within the organisation, responsible for building long lasting relationships with key clients and ensuring a smooth efficient service that meets, and exceeds, the expectations and needs of customers.
The Client Relations Support role will act as the administrative arm of the Client Relations Department, being the main point of contact between customers and the organisation.
The role will have a close relationship with Client Relationship Managers, reporting directly to the Head of Client Relations. The ideal candidate will possess excellent communications skills, be meticulously organised, and have experience working within the financial services industry.
What you’ll do:
- Provide client support and handle client communication effectively. Dealing with incoming queries via both telephone, email and live chat.
- Organise and prioritise enquiries received to the company’s shared mailbox.
- Scheduling tasks, meetings, telephone calls using the companies CRM.
- Liaise with other team members and present findings to relevant Head of Departments.
- Deliver great service levels and manage client accounts to achieve business goals.
- Address client concerns promptly and professionally.
- Work alongside sales team to ensure sales growth is monitored. Provide support on data collection and Management Information.
- Understand the products & services of the company and maintain up-to-date knowledge.
- Log feedback, complaints and identify resolutions. Know when to escalate queries to the Head of Client Relations.
- Assist sales team with new introductions, arrange meetings, perform due-diligence checks, log correspondence and records.
Skills you’ll have
- Organisation – Ability to prioritise tasks/projects, record in CRM, maintain records.
- Communication – Internally and externally. Verbally and written. Competent in communicating via telephone, email and face to face.
- Knowledgeable – Can demonstrate clear understanding of products and be confident in articulating key components with clients. Ability to effectively handle technical enquiries from ebi members efficiently, using available resources and meeting service standards agreed with members and clients.
- Customer Service – Listening, providing responses, setting clear expectations, addressing queries, taking responsibility, following up.
- Teamwork – Motivated to work using own initiative and as part of team.
What you’ll get in return:
- Competitive salary and annual bonus
- 25 days annual leave, rising to 28 days with long service
- Private medical cover
- 10% pension contributions
- Preferential staff account rates within ebi’s Portfolios and on the Parmenion Platform
- Cycle scheme and electric vehicle leasing
- Three Volunteer days annually
- Progression opportunities in a growing business
If you are interested in the above position and feel your experience matches the criteria, please contact jobs@ebi.co.uk to apply now for immediate consideration, or to request further information.
*Interviews will be taking place immediately*