Senior Client Service Executive

OVERALL SUMMARY

Join TrinityBridgeClient Services role of Senior CSE supports advisers and CSEs with various addition the Senior CSE will work closely with the CSM providing support to ensure our day to day operations run smoothly.

RESPONSIBILITIES

• Support CSM with daily admin tasks i.e. task reporting statistical analysis and team absences
• Carry out quality checking on CSE work
• Highlight any training gaps to CSM and assist with re-training
• Assist CSEs with any complex incident calculations
• Accurate and timely client data entry onto CBAM and Third party platforms/systems to specified Service Level Agreements
• Ongoing client communication regarding meetings arranging appointments and diary management
• Preparing meeting packs and Valuations for client appointments
• Call management/ Client contact
• Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios general enquiries and advice related documentation
• Checking new business paperwork banking cheques scanning and archiving documents
• Facilitation of new business to Platform and Off-Platform administration teams from submission to completion
• Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
• Document management ensure documentation is scanned saved and archived in accordance with department operating procedures
• Task and workflow management on back office system
• Awareness and ability to apply the CST Manual methodology and adherence to agreed Service Level Agreements
• General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager
• Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
• Assist the MD with ad-hoc administrative tasks

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• 3 years in the same role of CSE
• Excellent attention to detail
• IT skills
• Team Player
• Good communication skills verbal and written
• Excellent record keeping and reporting capabilities
• Proactive nature to gain efficiencies
• Ability to multi-task
• Demonstration of initiative

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 long-term 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 face-to-face services to enable strong long-term 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 long-term 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.