Division: Wealth Management Propositions & Client Care

Location: Exeter

Contract: Permanent

Working pattern: Hybrid

About the Role

Client facing role with responsibility for service and relationship management. Lead contact for all Client Lifecycle tasks and queries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service. The role holder will work within a model which is managed centrally and embedded locally.

What you’ll be responsible for

• Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
• Manage the client lifecycle administration process to ensure a timely and efficient client experience.
• Take ownership and accoun...