Client Services Co-ordinator

Location of Job Role: Cirencester Attractive Salary and Excellent Benefits 12 Month Fixed Term Contract About Us St. James’s Place is a FTSE 100 Wealth Management company with over £112.8bn 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. Main Purpose of the Job: The main purpose of this role is to take responsibility for overseeing and expanding the development of Client Services with third party providers, the Partners, Field Management Team and St. James’s Place itself. Key Responsibilities: Maintain, develop and monitor communications and relationships between Senior Support Manager team and Head Office (Cirencester) as well as Partner/Field Provide support to the Administration Centres and FMT where head office intervention is required by form of concession Support and implement improvements driven by root cause analysis to field/Partner Help promote clear understanding of SSM key responsibilities to Partner/Field/Head Office, encouraging Location engagement with SSM, accompany and support SSM in Location visits Support the facilitation of Ongoing Advice Fee amendments requests Manage the Client Services email inbox Support the facilitation of New Partner Requests Occasional travel to SJP locations/ administration centres Required Skills : Ability to seek and provide solutions by form of concession using up to date knowledge of regulatory and legislative guidelines Innovative approach to problem solving demonstrating ability to put 'client outcome’ first whilst obeying regulations and using relevant matrixes Strong interpersonal, communication and presenting skills Capable and confident of regularly creating and presenting information MI and reports Willingness to engage senior management within SJP/ Field and Admin Centres regularly to provide necessary support and oversight Required Technical Knowledge & Qualifications: Knowledge and understanding of Service Now Case Management Capability of manipulating, converting and formatting heavy data in excel for non-users Various system application knowledge such as Microsoft, Bluedoor, iBusiness, EBS, MIA, Service Now Case Management, Outlook Is this role for you? Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria, or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box. We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation. How we Reward You In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few. The Charitable Foundation We are extremely proud of The St. James’s Place Charitable 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 over £70 million to good causes operating in the UK and abroad. Awards We are proud of the recognition we receive for the high quality advice and service we provide to our clients. Most recently, this has included being voted the: '2018 Best Private Client Investment Manager' by readers of Wealth Adviser magazine; '2018 Best Wealth Manager' by readers of Shares Magazine; '2018 Personal Finance Awards - Best Financial Adviser’ by readers of Money Pagesand voted the City of London '2019 Wealth Management Company of the Year' . How to Apply To apply for this role please click on the Apply button below.