We are a long-established but forward-thinking financial planning firm. We are looking for a full-time Client Relationship Manager to join our team. You will work alongside our Financial Planners and Operations Team to ensure the smooth delivery of excellent client service and client communication as per business processes.
Qualifications & Skills Required:
* Minimum of 4 years administrative experience.
* Excellent written and verbal communication skills.
* Able to build relationships with clients and colleagues.
* High level of professionalism and integrity.
* Excellent organisational skills and attention to detail.
* Familiarity with Microsoft Office, and diary management.
* A well-presented, positive and enthusiastic individual who enjoys working as part of a team.
Key Responsibilities:
* Act as the first point of contact for client queries, ensuring timely and effective resolution.
* Establish and build strong relationships with clients and attend client meetings when
required.
* Organise existing and prospective client meetings, ensuring seamless client experience.
* Prepare client documentation in advance of and following client meetings (as per
business processes).
* Manage client service needs and client expectations to ensure client satisfaction.
* Provide ongoing support to clients ensuring they are informed and confident in their
financial plans.
* Ensure that relevant service components (as per client agreement) are delivered
throughout the year in a timely manner.
* Ensure action points resulting from client meetings get diarised and dealt with.
Job Type:
Permanent, Full-time, Monday to Friday.
This is a fantastic opportunity for the right candidate to progress their career in a highly respected, local company.
A generous package of employee benefits, including:
* Salary range of £30,000 to £35,000,
* Company pension,
* Death-in-service,
* Private medical insurance.
If you think you have the necessary experience for this Client Relationship Manager role, please apply now.
How to apply
Please email your CV, covering letter and your salary expectations to:
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