Customer Support Executive 12 month FTC

OVERALL SUMMARY

As an Investor Support Executive you will be responsible for dealing with client queries through various channels and administering their accounts. Working as part of an energetic professional and friendly team who predominantly provide dedicated support to Direct clients; online clients who do not receive ongoing advice and are happy to make their own investment decisions. You will be expected to deliver first class customer service at all times. This role requires shift work Monday to Friday between the hours of 8am and 6pm.

RESPONSIBILITIES

• Inbound and outbound client contact; email online messaging and post
• Ensuring enquiries and requests are actioned and responded to within set SLAs
• Document management; ensuring documentation is scanned saved and archived in accordance with department operating procedures
• Become a specialist in using and assisting clients and staff with our digital assets; our online investment portal mobile app and website research resources
• Represent Direct clients by working harmoniously with other teams to ensure we deliver the best most efficient and effective service possible to our clients
• Use your initiative to build a rapport and delight our clients keeping them informed and assisting their needs
• General adhoc duties as required by the business or assigned by the Investor Support Team Manager
• Liaising and working with colleagues across the business to ensure operational efficiency and cohesive client experience
• Making suggestions on services to improve consistency quality and efficiency
• Take client feedback into account when making decisions to ensure that the service provides the most appropriate service to meet client needs
• Keep line manager appraised of issues affecting performance and service development proactively suggesting solutions where there is a need
• Manage your workload and day to ensure SLAs are achieved
• Learn and maintain a working knowledge of the teams procedures and use your knowledge and experience to suggest improvements where possible

WE WOULD LOVE TO HEAR FROM YOU IF:

• A passion for delivering exceptional customer service
• An enthusiastic and selfmotivated team player
• Excellent verbal and written communication skills
• Keen eye for detail
• Detailed record keeping and reporting capability
• Proactive able to multitask and manage a varied workload
• Demonstration of initiative
• Experience in a customer facing role
• An understanding of savings and investments is desirable

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their longterm savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with facetoface services to enable strong longterm relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or longterm condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.