Client Services Manager (m|f|x) London

This is an exciting management role and would suit someone with strong people and project management skills looking to join a growing team and area of the business. The successful candidate will principally oversee the Triage team who are responsible for managing inbound leads via telephone and web-based enquiries. As well as overseeing the day to day running of the triage team, the candidate will play a key role in refining the referral process between RBC Brewin Dolphin and RBC.

Aufgaben

• Explore and lead the evolution of the triage team working with senior stakeholders to achieve buy-in and implement changes.
• Represent and oversee the team as part of firmwide projects, including Marketing profiling, RBC Wealth Management Europe’s service integration, RBC’s “Financial Wellbeing” service launch, dormant client offboarding, remediation/ automation of data processes, and future client lifecycle projects.
• Work with the Head of Channel Operations and teams across the business to ensure effective delivery of the above projects.
• Develop a plan for what improvements are needed to ensure the team can deliver the best prospect and client experience.
• Review existing processes to ensure the team is as efficient as possible whilst maintaining professional standards across the team.
• Responsible for the oversight and reporting of all new business data that is captured within the team.
• Work with the Data Insights team to improve the presentation of data and conduct analysis to optimise the performance of the team.
• Build strong internal relationships with all stakeholders to create an open environment for good communication.
• Develop a high-performing, professional and reliable team.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

Must-have

• Proven Management experience.
• Strong project experience.
• Skills using Microsoft Office packages, as well as the ability to adapt to new systems.
• A keen eye for data is crucial for success in this role.
  

Nice-to-have

• Experience or knowledge of PowerBi.
• Experience working in Wealth Management, Financial Services or Professional Services.
• Management and/or finance related certifications.

Das erwartet Sie

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible working options fully supported.

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Standort

12 Smithfield Street, GB-EC1A 9LA London