Client Relationship Manager |£27K - 28K - depending on background |Permanent | Bushey |
We are pleased to be working with our well-established Financial Planning Services Client to seek a Client Relationship Manager. The successful candidate will be working in a supportive environment where professional friendships thrive, and team members feel valued. You will be supporting the Financial Planner and ensuring a smooth delivery of excellent client service and client communication, as per business processes. Ensuring a positive and exceptional client experience for all their valued clients.
The Benefits Package: The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days - Paid time off to do something to better yourself, 6 Care days - Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme
The Basics
* Client Relationship Manager Salary from £27k
* Mon - Fri - 9am - 5pm - (10am - 4pm are core working hours, 35hr week with 1 hour lunch break
* Flexi-time available
The Responsibilities: Client Servicing & Administration
1. Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
2. Prepare client documentation in advance of and following client meetings (as per business proc...