Company:
Flair for Recruitment
Location: Bath
Closing Date: 17/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Do you have experience within an Investment Platform? Are you client-focused and possess strong communication skills?
An embedded investment platform based in Bath is on the lookout for a Senior Customer Success Executive to join their team.
Your responsibilities: Be the primary contact for your designated clients working with teams across the business to resolve their customer issues Take ownership of any escalations that come from our valued firms deputise for the team Lead and assist with case allocation Review the operational workflow and suggest process improvements where relevant Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries
About you: Have platform experience with knowledge and understanding of API's Have significant knowledge of product wrappers – SIPP, ISA and GIA You’ll be able to easily build rapport and adapt your style depending on the client or situation Are an expert in building relationships and have an ability to deal with complex queries You will be confident in presenting reasoned analysis and make recommendations to senior stakeholders – both verbal and written
If this sounds like you, apply today!
Your responsibilities: Be the primary contact for your designated clients working with teams across the business to resolve their customer issues Take ownership of any escalations that come from our valued firms deputise for the team Lead and assist with case allocation Review the operational workflow and suggest process improvements where relevant Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries
About you: Have platform experience with knowledge and understanding of API's Have significant knowledge of product wrappers – SIPP, ISA and GIA You’ll be able to easily build rapport and adapt your style depending on the client or situation Are an expert in building relationships and have an ability to deal with complex queries You will be confident in presenting reasoned analysis and make recommendations to senior stakeholders – both verbal and written
If this sounds like you, apply today!
Share this job
Flair for Recruitment
Useful Links