Position Overview
We are partnering with an established financial services organisation seeking a Case Manager to support relationship managers and deliver high-quality servicing to high-net-worth clientele. This role will focus on end-to-end case administration, stakeholder coordination, and ensuring smooth execution of client servicing activities.
Key Responsibilities Case Management & Client Support - Manage end-to-end case administration processes accurately and within agreed timelines.
- Support front-office relationship managers in servicing client requirements and operational matters.
- Coordinate with internal departments, insurers, and external stakeholders to facilitate seamless case progression.
- Review documentation and ensure completeness and compliance with operational requirements.
- Monitor case pipelines and follow through on outstanding items to maintain service standards.
Stakeholder Coordination