Client Director Assistant

NatWest Group; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services company based in Greater London is seeking a Client Director Assistant. The role involves being a key point of contact for clients, answering queries, and identifying opportunities to meet their financial needs. The ideal candidate will have a background in financial services, strong communication skills, and the ability to work collaboratively. You will work from home part of the time and at the office for at least three days a week. Competitive compensation and a vibrant work culture are offered.

Qualifications

• Experience in financial services environment.
• Strong understanding of client needs and banking services.
• Proven ability to manage client relationships successfully.

Responsibilities

• Handle complex client queries and provide tailored solutions.
• Engage proactively with clients to build and maintain relationships.
• Collaborate with colleagues to meet business goals.

Skills

High level of client service

Sales and service culture

Good numeracy skills

Excellent communication 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 from 440 The Strand

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