Client Director Assistant

NatWest Group; City Of London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services provider seeks a Client Director Assistant to manage client relationships and provide high-level service. This role involves proactive client engagement, resolving complex queries, and supporting their banking needs. The ideal candidate should have a background in financial services and strong communication skills. The position offers a hybrid work model, with both home and office work required.

Qualifications

• Experience in a financial services environment.
• Strong understanding of client service.
• Ability to work in a sales and service culture.

Responsibilities

• Manage proactive client contact and relationships.
• Deliver effective handling of client requests.
• Engage in ongoing client engagement activities.

Skills

Client service expertise

Communication skills

Numeracy skills

Microsoft Office proficiency

Job description

Join us as a Client Director Assistant

• You’ll be recognised as a first point of contact for clients, answering complex queries and identifying opportunities to help them with their financial needs and goals
• The role will involve proactive and ongoing client engagement activity to deliver client requests and ensure an outstanding service
• As a Client Director Assistant, the work you do will make sure our clients feel safe and secure while banking with us
• This job does not meet Skilled Worker visa sponsorship
• You’ll work from home some of the time, but you’ll also spend at least three days a week working in either the Strand or Manchester office

What you'll do

We’ll look to you to undertake proactive client contact to build relationships and deliver the day-to-day management of client needs. You’ll deal with a variety of client interactions, outline the different ways they can do their banking, anticipate their extended needs, and support them in choosing the right service options for their personal needs.

In addition to this, you’ll:

• Work alongside colleagues to achieve wider business goals
• Orchestrate fulfilment activity sequencing with stakeholders and clients, identifying what needs to be done by when
• Deepen relationships with clients by identifying areas we can build on our current offering
• Investigate and resolve complex queries
• Contact clients through meetings and first point telephony and email communications

The skills you'll need

We’re looking for someone with a good understanding of how to provide a high level of client service and a background of working in a financial services environment.

We’re also looking for:

• The ability to work within a sales and service culture
• Good numeracy skills with the ability to use Microsoft Office
• Excellent communication skills and a customer centric attitude