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Location: Surrey
Salary: £45000 to £60000
Job Overview:
Purpose of Role
To provide leadership to establish and manage the operational teams within Corporate Investment Platform (CIP) and Client Services to deliver a high level of service to the business partners and clients utilising the Platforms, and the Corporate Benefits P&L.
To work with Corporate Benefit’s business partners and clients to understand, implement and deliver against target market service proposition requirements in order to be selected for, and retain provider panel position in chosen markets and support the acquisition and retention of business.
Principle Accountabilities
To provide visible leadership to a group of team managers and their teams within CIP and NGS Customer Services to ensure service is regularly improved beyond existing standards in line with the moving market.
To provide overall management of CIP and NGS related operations activities including:
New Business onto the platform
All investment administration and servicing functions
All claims functions
Re-registration of assets onto and away from the platform, in-species transfers and pre-funding
Product administration for a range of products on the platform:
Corporate Investment Platform (CIP)
Flexible Retirement Account (FRA)
Stocks and Shares and Cash ISAs
Investment Account (IA)
Regulatory reporting and MI.
Negotiate, resolve and report complaints in line with agreed complaint handling procedures.
To support the implementation management process of transitioning clients onto the platform, working closely with Corporate Benefits to develop business partner relationships and support the acquisition and retention of business on the platform e.g. supporting site visits and client meetings and presenting the service proposition at pitches and tenders.
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