At a Glance
- Tasks: Manage and resolve client complaints, ensuring a smooth process from start to finish.
- Company: Join a leading wealth management firm with a strong reputation for client service.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Other info: Be part of a supportive team focused on excellence and client satisfaction.
- Why this job: Make a difference by helping clients and improving service standards in wealth management.
- Qualifications: Strong communication skills and experience in complaint handling or customer service.
The predicted salary is between 35000 - 42000 £ per year.
Clayton Davies represents a leading wealth management client seeking a Complaints Officer to support the Head of Complaints. You will take ownership of complaints from receipt through to resolution, investigate cases, review records and evidence, and coordinate with advisers and operations to establish facts and determine next steps. The role emphasizes clear written responses, monitoring against service standards, handling referrals to external dispute resolution bodies, maintaining case.
Wealth Management Complaints Specialist employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
