About Gilson Gray
Gilson Gray’s Financial Management team is part of Gilson Gray’s continuingly growing organisation. Gilson Gray is a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime. The Financial Management team have decades of experience in Wealth Management and can advise on every Financial Management related case.
Based in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, North Berwick, Lincoln, and London we focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the utmost standard of service.
This role would be based in any of the following offices, Edinburgh, Glasgow, Dundee, Aberdeen.
Our Team
We are looking to hire a highly driven Client Experience Specialist to join our successful Practice Support Specialist team within Gilson Gray Financial Management.
We are an enthusiastic team that support each other in order to achieve a great working environment. We value each other’s expertise and opinion and pride ourselves in offering an inclusive, enjoyable and motivating place to work.
The Role
We are looking to further strengthen our current team with the appointment of an experienced candidate.
As a Client Experience Specialist at Gilson Gray you’ll be responsible for:
- Engaging with Clients to build relationships to ensure excellent Client experience and outcomes
- Using Salesforce daily, our Client Review System to accurately record all client activity and preferences
- Liaising with Advisers regularly to ensure Clients receive their annual review on time
- Event Management – contact strategy for Clients, guests and prospects
- Using St. James’s Place documentation, following procedures and processing Client instructions
Required Knowledge and Experience
- Previous experience in a client experience role, ideally in financial services or related sector
- Knowledge of financial service regulations and legislation
- Experience of using client management systems
- Broad experience of Microsoft Office, advanced Excel and experience of using Salesforce
Read the full job spec here.