Personal Property and Financial Affairs Specialist
2 weeks ago
This is an exciting opportunity to join our PPPR Team as a Client Relationship Manager. As a key member of our team, you will be responsible for managing the personal property and financial affairs of our clients.
Key Responsibilities- Manage a portfolio of clients with complex personal property and financial affairs
- Maintain regular contact with clients to ensure their needs are met
- Deliver exceptional customer service and build trust with clients
To succeed in this role, you will need:
- 4+ years experience in trustee services or equivalent
- Strong communication skills at all levels
- Good problem-solving and analytical skills
- Ability to build rapport with clients and understand their needs
- A high standard of personal integrity, discretion, and tact
- Ability to handle pressure and demonstrate professional empathy and resilience
We are a people business and recognise that diversity of our own people is essential in the service of the range of communities we serve. We care about the wellbeing and success of our people and provide a supportive and inclusive working environment where people can thrive.
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