Found Description
The Company
Our client is a growing and well-established wealth management firm dedicated to providing exceptional financial advice and customer experiences. They maintain a friendly, collaborative environment where team members are supported through comprehensive training and clear compliance frameworks.
The Role
- Contact warm referred customers to build rapport and create a professional first impression.
- Confirm customer details and understand the broad reason for their financial enquiry.
- Ask approved qualification questions to determine the appropriate next steps for the customer.
- Book qualified customers into appointments with the appropriate advice team member.
- Capture accurate information in the CRM and update lead statuses promptly.
- Maintain clean notes, accurate diaries, and structured workflow records.
- Escalate complex, sensitive, or advice-l...