Client Relationship Manager - Financial Services - 4 days per week (Full Salary)
Job Overview:
Join our team as a Client Relationship Manager where you will play a pivotal role in managing client relationships and driving customer satisfaction. We are seeking a dynamic individual with strong communication skills, great listening skills and a can do attitude
Duties:
Provide friendly professional point of contact for clients and enquiries (by phone, email and in person)
* To be the first point of contact for incoming calls
* Meet and greet clients and guests as they arrive at the office
* Prepare meeting rooms prior to clients or guests arriving
* Organise existing and prospective client meetings and actively manage all Financial Planners diary and workload
* 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
* Liaise with other team members on work progress per client account and keep clients informed (as per business process)
* Liaise with clients on any administration queries they may have
* Assist in client meetings when required (Witnessing)
* Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner (as per business process)
* Open and maintain client files to the required compliance standards
* Ensure action points resulting from client meetings are added to the workload and dealt with
• Complete checks for Anti Money Laundering
Qualifications:
* Proven experience in client management or a related field
* Excellent communication skills with a focus on building strong client relationships
Job Types: Full-time, Permanent,
Pay: £27,000.00-£35,000.00 per year
Job Type: Full-time
Pay: £27,000.00-£35,000.00 per year
Experience:
* Customer relationship management: 1 year (required)
Work authorisation:
* United Kingdom (required)
Work Location: In person