Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
Our Contact Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
You want to revolutionise the service you're able to provide your clients.
You set the bar when it comes to your clients, you break through any commoditisation because you truly know what your clients value, you genuinely care about helping your client to achieve their business goals and you provide a service that sets you totally apart from your competition.
There is often talk about client experience these days in the broking market, but in an industry that has become highly commoditised over the years, some brokers are doing 'just enough' to stop their clients jumping ship.
Portfolio are proud to represent our client in their search for a Client Experience Team Leader.
This is a once in a career opportunity for an exceptional Team Leader to join a truly Sales and Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation.
With an unrivalled track record of incredibly strong year on year growth of its subscription model business, our client supports over 80,000 organisations and 13 million lives across the UK & Ireland.
We have an exciting opportunity for a Client Services Internal Executive to join our Client Services Delivery Team, where you will take ownership of the day-to-day requirements for clients that fall under the Rapid Response portfolio, including client reporting, management of their queries, retention, and client satisfaction.
Reporting directly to the Rapid Response Client Services Team Leader you will be the custodian of the client's requirements for FMG, liaising between the clients and cross-functional RRRM teams to ensure the timely and successful delivery of our services.
Are you seeking a fresh challenge in a vibrant and expanding business?
Portfolio are proud to represent our client in their search for a Client Experience Team Leader.
This is a once in a career opportunity for an exceptional Team Leader to join a truly Sales and Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation.
With an unrivalled track record of incredibly strong year on year growth of its subscription model business, our client supports over 80,000 organisations and 13 million lives across the UK & Ireland.