Job Description
Company Overview
St. James's Place plc is a leading wealth management company headquartered in the UK, renowned for providing trusted financial advice and investment solutions to clients. With a commitment to excellence and a client-centric approach, St. James's Place plc has built a strong reputation in the financial services industry. The company fosters long-term relationships with clients, helping them achieve their financial goals through personalized strategies and expert guidance.
Position Summary
We are seeking a dynamic and client-focused Account Manager to join our remote team at St. James's Place plc. This role is pivotal in managing and nurturing client relationships, ensuring exceptional service delivery, and driving client satisfaction. The ideal candidate will possess strong communication skills, a proactive mindset, and the ability to work independently in a remote environment.
Key Responsibilities
- Build and maintain strong, long-term relationships with clients, acting as their primary point of contact.
- Understand client needs and provide tailored financial solutions in collaboration with internal teams.
- Ensure timely and accurate responses to client inquiries, resolving issues efficiently.
- Monitor client portfolios and provide regular updates on performance and market trends.
- Coordinate with advisors and other stakeholders to deliver seamless client experiences.
- Identify opportunities for account growth and client retention through proactive engagement.
- Maintain detailed records of client interactions and transactions in compliance with company policies.
Required Qualifications
- 0 to 8 years of experience in client relationship management, account management, or a related field.
- Proven ability to manage multiple client accounts while maintaining high service standards.
- Excellent verbal and written communication skills, with the ability to convey complex information clearly.
- Strong problem-solving skills and a customer-first mindset.
- Ability to work independently in a remote setting while collaborating effectively with a distributed team.
Required Education
A Postgraduate Degree in Business Administration, Finance, or a related field is required for this position.
Desired Skills
- Experience in the financial services or wealth management industry.
- Familiarity with CRM software and financial planning tools.
- Strong analytical skills to assess client portfolios and market trends.
- Ability to adapt to changing client needs and industry regulations.
Compensation & Benefits
St. James's Place plc offers a competitive salary range of $60,000 to $107,000 annually, commensurate with experience. In addition, employees enjoy a comprehensive benefits package, including health insurance, retirement plans, professional development opportunities, and performance-based incentives.
How to Apply
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience through our official careers portal. Only shortlisted candidates will be contacted for further steps in the hiring process.
St. James's Place plc is an equal opportunity employer committed to diversity and inclusion in the workplace.
Required Skills
- Client relationship management Customer service Communication skills