Working within the New Business Team to provide a first-class level of service to all new and existing Taylor Rose customers, ensuring that all administration for a new client is undertaken to a high standard.             

Key Responsibilities 

• Taking initial client instructions to be passed to the Case Handler. 
• Generating client care packs tailored to client’s individual needs. 
• Opening new client files. 
• Obtaining client ID & source of funds information. 
• Use of Case Management Systems, Microsoft Word and Excel. 
• Undertaking feedback and follow up phone calls to ensure that service levels are being maintained and the customer is satisfied. 
• Photocopying/ scanning of documents. 
• Data entry in electronic portals during the client introduction process. 
• Taking initial client instructions and documentation to be passed to the Case Handler. 
• Arranging client meetings to take initial instructions. 
• Understanding GDPR requirements for dealing with client’s personal information. 
• Working to department targets and KPI’s. 
• Assisting clients with answering questions and guiding them where necessary on how to complete documents. 

Qualifications and Skills:

·         Excellent administration skills 

·         Attention to detail 

·         Self-motivated and enthusiastic 

·         Customer focused- high levels of customer service. 

·         Strong verbal and written communication skills. 

·         Ability to work well independently and as part of a team 

Company Core Values:

Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be 

Integrate: Bring together people and systems into a cohesive force

Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth 

Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage