Title: Client Account Manager
Type: Permanent
Hours: Full Time
Location: Inverness
Salary: £23,800 - £28,000 Basic + Bonus
Details:
Our client is looking to appoint a Client Relationship Manager on a full time, permanent basis to join their team in Inverness. The purpose of the role is to manage both the client relationship and adviser support from first contact onwards. This involves working closely with partners to achieve the best possible outcomes for customers and ensure that world class service is delivered every time.
Duties include:
* Managing all client contact and updates.
* Managing adviser diary to maximise sales opportunities.
* Supporting with the collection of required documentation for submission of applications.
* Expectation to process in excess of 10 new cases per week in line with regulatory and compliance standards.
* Develop and maintain strong working relationships with colleagues, clients and all external partners (Lenders, Solicitors and Providers).
* To collaborate with internal and external partners to effectively manage cases from application to completion.
* Encourage positive online client reviews and generate client referrals.
* Any other reasonable requests made by management.
Person Specification:
Attributes
* Collaborating for success.
* Customer service excellence.
* Effective relationship building.
* Working on own initiative.
Experience
* Customer service / telephony experience.
* Proven Mortgage and Protection experience preferably in the Broker/IFA market.
Preferred experience/qualifications
* Basic knowledge of mortgage and protection products.
* Basic understanding of FCA regulations.
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