Client Relationship Manager
Salary up to £26,000
Taunton
Responsibilities -
* ?Support clients and advisers face-to-face and over the telephone, providing an ‘only client’ experience
* Prepare accurate client documents in a timely manner
* Pro-actively manage day-to-day tasks using systems and databases
* Liaise with 3 rd parties
* Work to FCA approved standards, ensuring work is compliant and within data protection guidelines