Customer Service Adviser

St. James's Place is a FTSE 100 Wealth Management company with GBP79.8bn of client funds under our management. We have grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with our clients. We were recently awarded 'Britain's Most Admired Companies - Insurance' and we are currently recruiting in a number of areas to support our ongoing growth.

The Partner Remuneration Service Adviser will be the front-line support to the Partnership and Field Management Team with regards to all aspects of Partner Remuneration, Partner Benefits, Client Management, BSP and Loan related queries, from appointment to retirement via emails and telephone calls.

Key Responsibilities:

• Dealing with a wide range of queries via e-mail and telephone as part of a team who are responsible for handling all inbound calls and emails from the Partnership and FMT
• Work through emails allocated from the Partnership Accounts Inbox ensuring all queries are dealt with efficiently and in line with service expectations across the Partnership
• Handle all Partners/Field Management teams calls in relation to all aspect of Partner Remuneration, Partner Benefits, Client Management and related queries
• Adhere to service levels as set by Senior Management
• Initiate contact/investigation with admin centres and 3rd parties for queries that require further investigation and liaise and update Partners/FMT
• To actively get involved in projects to support the development of the Partner Finance department and follow these from beginning to end
• Be seen as an expert in the day to day administration tasks of the department having knowledge in more complex issues & processes

Required Skills:

• Service focused with previous experience in a customer service role
• Excellent communication skills on all levels and across all mediums
• Confident and pro-active approach to tasks and communications
• Numerate and accurate with an excellent eye for detail
• Resilient with an ability to adapt easily to change
• Strong team player with good interpersonal skills
• Takes ownership and responsibility for all tasks and instructions
• Accountability for all work undertaken and commitments made

Required Technical Knowledge:

• Excellent knowledge of Excel, Microsoft Word, Microsoft Outlook is essential

How we Reward You

In addition to an attractive salary you will also receive a number of excellent benefits including a non-contributory pension, private medical insurance, life assurance, a share incentive plan, bonus sacrifice arrangements to name but a few.

The Foundation

We are extremely proud of The St. James's Place Foundation. It is a grant-making charity where funds are raised and donated by the St. James's Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed in excess of GBP54 million to good causes operating in the UK and abroad.

Awards

We have received much recognition for the high quality of advice and service we provide to our clients. Most recently, this has included being voted the: '2017 Best Private Client Investment Manager' by readers of Wealth Adviser magazine; 'Best Financial Advisor' at The Personal Finance Awards' and the 2017 City of London ' Wealth Management Company of the Year'. We are also the current holders of the 'Britain's Most Admired Companies Award' within our sector.