Client Solutions Specialist
5 days ago
Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. We pride ourselves on offering solutions to address clients' holistic balance sheet needs and support business strategies in the reallocation of investment capital in the face of increasing regulatory pressures.
As a Client Solutions Specialist, you will play a critical role in building and maintaining strong relationships with our clients, while delivering exceptional service and meeting their needs promptly and efficiently.
You will work closely with internal stakeholders to ensure seamless communication and collaboration, and will be responsible for delivering individual results through personal effort and skill.
The ideal candidate will have a relevant Bachelor's Degree or Diploma and at least 2-5 years' experience within Financial Services (Asset Management). They will be curious and courageous, driven by a desire to learn and grow, and obsessed with mastery in their field.
Responsibilities
- Deliver service that exceeds customer expectations through proactive, innovative, and appropriate solution selection and application
- Provide customers with relevant information to keep them informed of products and service options via correspondence and telephonically
- Attend to client requests, incidents, and queries, acting speedily to reach resolution within the stipulated SLA, and capturing query details accurately for future reference
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