Investor Support Specialist

TrinityBridge Limited; Northwich; On-site; GBP 24,000 - 32,000; Full time

Job summary

TrinityBridge, a leading UK Wealth Manager, is seeking an Investor Support Executive to handle client queries across channels and manage accounts. You will join an energetic team delivering first-class service to Direct clients and online clients who make their own investment decisions.

The role requires shift work Monday to Friday between 8am and 6pm, with a focus on SLAs, documentation, and collaboration to ensure a seamless client experience.

Qualifications

• A passion for delivering exceptional customer service.
• Excellent verbal and written communication skills.
• Keen eye for detail.
• Proactive, able to multi-task and manage a varied workload.
• Experience in a customer facing role.
• An understanding of savings and investments is desirable.

Responsibilities

• Inbound and outbound client contact; email, online messaging and post
• Ensuring enquiries and requests are actioned and responded to within set SLAs
• Document management; ensuring documentation is scanned, saved and archived in accordance with department operating procedures
• Become a specialist in using and assisting clients and staff with our digital assets; our online investment portal, mobile app and website research resources
• Represent Direct clients by working harmoniously with other teams to ensure we deliver the best, most efficient and effective service possible to our clients
• Use your initiative to build a rapport and delight our clients, keeping them informed and assisting their needs
• General ad-hoc duties as required by the business or assigned by the Investor Support Team Manager
• Liaising and working with colleagues across the business to ensure operational efficiency and cohesive client experience
• Making suggestions on services to improve consistency, quality and efficiency
• Take client feedback into account when making decisions to ensure that the service provides the most appropriate service to meet client needs
• Keep line manager appraised of issues affecting performance and service development, proactively suggesting solutions where there is a need
• Manage your workload and day to ensure SLA’s are achieved
• Learn and maintain a working knowledge of the teams procedures and use your knowledge and experience to suggest improvements where possible

Skills

Customer service

Communication skills

Attention to detail

Multitasking

Initiative

Customer facing

Job description

TrinityBridge, a leading UK Wealth Manager, is seeking an Investor Support Executive to handle client queries across channels and manage accounts. You will join an energetic team delivering first-class service to Direct clients and online clients who make their own investment decisions.

The role requires shift work Monday to Friday between 8am and 6pm, with a focus on SLAs, documentation, and collaboration to ensure a seamless client experience.