Program Lead responsible for delivering engagement programs and shaping culture across Client Services at Bank of America. Collaborating with leadership to drive connection, inclusion, and team effectiveness.
About the role
- Client Services Administrator at Attivo, a financial planning firm. Fostering client relationships and providing exceptional support while assisting Financial Planners in their duties.
Responsibilities
- Foster and maintain strong relationships with existing and prospective clients
- Be the first point of contact for clients, providing exceptional support
- Manage inbound communications and assist with client inquiries
- Facilitate the seamless transfer of business during acquisitions
- Collaborate with Financial Planners to support annual client review meetings
- Support various projects as required
Requirements
- Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
- Excellent interpersonal, listening, numerical and IT skills
- Excellent written/verbal communication skills
- Good organisational, time management, and caseload management skills
- Ability to work well under pressure while maintaining excellent attention to detail.
- Experience within Financial Planning or Wealth Management would be an advantage
- A relevant degree, such as Economics, or Financial Services industry experience
- An aspiration to become a Financial Planner or Paraplanner
- Currently working towards your Diploma in Regulated Financial Planning (CII)
Benefits
- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance (Cheltenham only)
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Excellent culture, promoting employee wellbeing and engagement.
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