Manager-ClientRelations

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We're seeking a talented individual to join our Operations team in Liverpool. You will be responsible for leading and motivating the Client Relations Executive team. You will manage and coach the service and performance delivery of this telephony led team, supporting our Bestinvest client base. As Manager - Client Relations, your responsibilities will include among others: * Monitor, evaluate and develop performance of the team measured against a distinct and clear set of KPIs * Deliver service excellence through voice and online communication functions, monitor and report on the regulatory requirements of the team primarily through call listening and file review * Aid and assist client retention, contributing to the wider client experience strategy * Drive client advocacy of Bestinvest as a brand * Identifying training needs and executing individual plan * Escalation point for complaints & expressions of dissatisfaction ## Qualifications To be successful in this role, you should: * Recent experience in a team management role * Previous experience working within a targeted environment * Understanding of coaching models and how to drive individual performance whilst embedding positive morale and culture * Passion for coaching and service delivery * Outstanding ability to think creatively, identify and resolve problems * Data driven wi