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Client Management Consultant

col-narrow-left 

Job ID:

906409

Location:

Bristol 

Salary:

per year
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Job Views:

1

Employment Type:

Seasonal

Posted:

06/09/2019
col-wide 

Job Description:

The Role

At Curtis Banks, we believe that a business can only be as successful as the people who work for it. Our commitment to encourage employees to take responsibility for their career, encouraging them and offering opportunities for advancement, is an integral part of our business strategy.

Client Management Consultants serve as the front line of Curtis Banks. They are expected to resolve client queries on a first-time basis primarily over the telephone. Individuals will be responsible and accountable for playing a leading role in improving our services.

The role requires the individual to primarily assist clients over the phone with pension enquiries (ranging from simple valuations to more technical queries) you will also be responsible for a variety of administrative tasks which will vary from day to day.

You will:

  • Provide excellent standards of customer service to our clients and advisers. Working to fully resolve telephone queries and arrange follow up work when required.
  • Complete various administration work in good time, to ensure requested letters & emails are sent on a same day basis where possible.
  • Be patient, reliable, trustworthy and proactive on a day to day basis.
  • Be driven to contribute to the success of Curtis Banks and help drive sales through customer recommendations.
  • Complete comprehensive security checks in order to ensure the safety of our client data and the reputation of our organisation.
  • Provide excellent record keeping including detailed telephone notes.
  • Fulfil any other reasonable requirement of the department or Curtis Banks Ltd

Skills and Experience:

  • Able to demonstrate a good working knowledge of self-administered pension schemes, our commercial market place and where we sit in it is desirable.
  • Ability to work well as a team, but also demonstrate self-sufficiency.
  • Ability to take responsibility for own administration, including paperwork and filing.
  • Excellent telephone, verbal communication skills.
  • Excellent organisational skills including attention to detail.
  • Hardworking and able to perform under pressure.
  • Drive to deliver exceptional client service, always keeping promises and aiming to drive business growth.
  • Proficient computer user, comfortable with Microsoft office systems (experience with SIPP-Pro, Origo Options desirable)

General competencies:

  • Understands the service level agreements set by the firm relative to the distribution channel, counter-party and service as relates to benefits administration. Is able to set priorities and quality standards in own work and those under supervision, to consistently achieve or exceed these standards.
  • With training, is able to demonstrate a full knowledge of the pricing structure(s) operated by the firm across annual fees, activity fees, assessment and penalties, plus an appreciation of where commercial fee arrangements have been set with specific counterparts.
  • Is able to take responsibility for own administration, including paperwork and filing

Working for Curtis Banks has never been so rewarding…

  • Everyone receives a generous salary, 26 days holidays and the opportunity to take part in our fantastic Sharesave Scheme.
  • Amazing Pension contributions from the business of 8%
  • Benefits scheme that includes discounts from shops, gyms etc.
  • Cycle to Work scheme and many more…
Company Info
Curtis Banks

Company Profile



Company Info

Curtis Banks

Phone:
Web Site:

Client Management Consultant

col-narrow-left 

Job ID:

906409

Location:

Bristol 

Salary:

per year
col-narrow-right 

Job Views:

1

Employment Type:

Seasonal

Posted:

06/09/2019
col-wide 

Job Description:

The Role

At Curtis Banks, we believe that a business can only be as successful as the people who work for it. Our commitment to encourage employees to take responsibility for their career, encouraging them and offering opportunities for advancement, is an integral part of our business strategy.

Client Management Consultants serve as the front line of Curtis Banks. They are expected to resolve client queries on a first-time basis primarily over the telephone. Individuals will be responsible and accountable for playing a leading role in improving our services.

The role requires the individual to primarily assist clients over the phone with pension enquiries (ranging from simple valuations to more technical queries) you will also be responsible for a variety of administrative tasks which will vary from day to day.

You will:

  • Provide excellent standards of customer service to our clients and advisers. Working to fully resolve telephone queries and arrange follow up work when required.
  • Complete various administration work in good time, to ensure requested letters & emails are sent on a same day basis where possible.
  • Be patient, reliable, trustworthy and proactive on a day to day basis.
  • Be driven to contribute to the success of Curtis Banks and help drive sales through customer recommendations.
  • Complete comprehensive security checks in order to ensure the safety of our client data and the reputation of our organisation.
  • Provide excellent record keeping including detailed telephone notes.
  • Fulfil any other reasonable requirement of the department or Curtis Banks Ltd

Skills and Experience:

  • Able to demonstrate a good working knowledge of self-administered pension schemes, our commercial market place and where we sit in it is desirable.
  • Ability to work well as a team, but also demonstrate self-sufficiency.
  • Ability to take responsibility for own administration, including paperwork and filing.
  • Excellent telephone, verbal communication skills.
  • Excellent organisational skills including attention to detail.
  • Hardworking and able to perform under pressure.
  • Drive to deliver exceptional client service, always keeping promises and aiming to drive business growth.
  • Proficient computer user, comfortable with Microsoft office systems (experience with SIPP-Pro, Origo Options desirable)

General competencies:

  • Understands the service level agreements set by the firm relative to the distribution channel, counter-party and service as relates to benefits administration. Is able to set priorities and quality standards in own work and those under supervision, to consistently achieve or exceed these standards.
  • With training, is able to demonstrate a full knowledge of the pricing structure(s) operated by the firm across annual fees, activity fees, assessment and penalties, plus an appreciation of where commercial fee arrangements have been set with specific counterparts.
  • Is able to take responsibility for own administration, including paperwork and filing

Working for Curtis Banks has never been so rewarding…

  • Everyone receives a generous salary, 26 days holidays and the opportunity to take part in our fantastic Sharesave Scheme.
  • Amazing Pension contributions from the business of 8%
  • Benefits scheme that includes discounts from shops, gyms etc.
  • Cycle to Work scheme and many more…