Ben Ricou Email & Phone Number

Saint Helier, JE

Jersey

London, England, United Kingdom

- Client Account Management- Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.- Review product penetration.

St Helier, Jersey Channel Islands, United Kingdom

• A Citigold Service Manager will provide excellent client service in partnership with the Sales, Operations and controls functions. Undertake proactive welcome call programme to ensure clients on boarding journey.
• Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.
• Provide appropriate support and assistance to Citi UK Business sales teams (IPB EMEA and UK Consumer) by managing / implementing the administration processes associated with ensuring timely execution of submitted.
• Assist the Sales team in providing wealth management solutions and trusted advice to clients by, providing high levels of service to create the ideal environment for all client service sales interaction.

• Putting yourself in the customers shoes and understanding how everyday products and services can help our customers now and in the future, and how they are the most appropriate for their needs
• Accurately completing administration activities such as updating customer records and building customer contact information.
• Analysing a wide range of information to identify and address customer issues, implementing preventative actions that benefit the customer and Barclays.
• Keeping your knowledge of our products and services up to date, and knowing where to find information about them to ensure you deliver the most appropriate outcome for the customer
• Using your time efficiently, keeping to personal work patterns and schedules to meet customer demand and ensure you achieve your own objectives on a daily, weekly and monthly basis.
• Experience of operating in a customer-facing or telephony role where service is paramount.

A Levels, A Levels

Diploma Of Education, Investments And Securities

Investment Advice Diploma - Investment, Risk & Taxation

Diploma Of Education, Investments And Securities

Investment Advice Diploma - UK Regulation & Professional Integrity

Diploma Of Education, Investments And Securities

Level 4 Investment Advice Diploma - Financial Planning and Advice