eFinancialCareers

• Company

  Raymond James Investment Services Ltd

• Location

  UK-London

• Remuneration

  £27-30K plus company benefits

• Position Type

  Employee

• Employment type

  Full time

• Updated

  19 Aug 2008

• eFC Ref no

  449102

The Client Relationship Executive serves as a principle point of contact between Raymond James branches/affiliated firms (‘clients’) and Head Office.

The role requires a genuine commitment to providing 5 star customer service to clients as well as a good understanding of the UK retail financial services industry, including the securities, fund management and financial planning sectors.

For further information on RJIS please visit www.rjis.co.uk

Principle Duties:

Serve as central source of guidance for clients and be the advocate and voice of advisers and their staff within head office

Strive for continuous improvement in adviser service levels and adviser understanding at all opportunities.

Ensure clients are kept informed of enhancements, changes, tools and resources.

Solicit, monitor and/or feedback on service issues from clients and colleagues, identifying problem themes, devise and agree solutions.

Write and/or update internal/external procedures and processes and assist with their implementation

Recognise when guidance on ‘Advisers Resource’ extranet needs to be updated and make changes accordingly.

Attend internal and external client meetings as required.

Deal with escalated complex queries and issues raised both internally and externally, ensuring they are fully resolved in a timely manner.

Act as backup to the Client Services Executive.

Consider the principles of Treating Customers Fairly in all business activities.

Execute the transition process and any related tasks for new clients.

Maintain primary ownership of coordinating FSA application process and IT implementations for all new and existing clients.

Approve all new and updated stationery orders for clients

Support Business Development team by addressing queries from prospects as required.

Work closely with the training team to ensure our clients’ ongoing training requirements are assessed and met.

Introducer Agreements - provide guidance to branches on the process, due diligence introducers and execute agreements

Provide/produce management reports as and when required.

Support Manager on initiatives and assist in project managing roll out of new enhancements as required

Set standards of customer service excellence throughout the firm at all times.

Other duties as required

Specialist/Technical Knowledge/Qualifications:

University Graduate preferred

Experience in the UK Financial Services industry essential

Experience working with either private clients or investment managers/advisers preferred

Working knowledge of Word, Excel, Power Point, Outlook

Industry qualification preferred

Attributes

Good interpersonal and communication skills (verbal and written)

Presentation / public speaking skills

Sound organisational skills and eye for detail

Ability to multi-task, prioritise and achieve objectives

Commitment to team work

Further Information
The contents of this Job Description are not a fully inclusive list and may be amended from time to time to reflect the changing needs of the department and/or business.