Client Relationship Manager Financial Services Administrator
Leicester (our Ref AL1418) office based with potential of hybrid after qualifying period
Salary to c£27,000 pa + benefits
I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
Work closely with the consultants to support and ensure clients needs are met
Preparation work for client meetings
Attending clients meetings, taking meeting notes (on/off site)
Coordinating action points from meetings and completing work required
Responsible for communication with clients (...