Our client a well-established International Wealth Management Company is seeking a client services team leader to join the Edinburgh office.
▪ Manage client services inflow and outflow of tasks
▪ Manage company mailboxes
▪ Delegate work to client services team through the company CRM (Xplan)
▪ Manage the team’s workload and ensure tasks are completed within the appropriate timescales
▪ Assist with the management of adviser/client appointments
▪ Assist with the creation and management of processes
▪ Management of case progress, ensuring a smooth handling of transacted business.
Required Skills and Qualifications
▪ 5+ years in financial services admin role (Preferably with an IFA firm)
▪ Working knowledge of financial CRM systems preferably Xplan
For further information, please call Lynn Wilson on 0141 241 4700 or email firstname.lastname@example.org