Client Director Assistant

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

Job summary

A leading financial services provider in Manchester seeks a Client Director Assistant to manage client needs and enhance relationships. Ideal candidates will possess strong client service skills and experience in financial services. The role involves proactive client engagement and problem resolution in a hybrid working environment.

Qualifications

• Good understanding of high-level client service.
• Background in financial services is preferred.
• Ability to work within a sales and service culture.

Responsibilities

• Proactively contact clients to build relationships.
• Manage daily client needs and inquiries.
• Identify opportunities for additional services.
• Resolve complex queries efficiently.
• Engage through meetings and communication.

Skills

Client service

Numeracy skills

Microsoft Office

Communication skills

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