Customer Relationship Officer
7 days ago
- Customer Relationship Officer**Assured Private Wealth LTD is an established financial services company who are expanding rapidly and have a brilliant opportunity for a Customer Relationship Officer within our Alvechurch office. The successful Customer Relationship Officer will join our small, professional team at an exciting time for the business and receive a brilliant package and a real career opportunity.
- Competitive salary plus benefits (eligible after passing probation period)
- Full time/Flexible Working (Meeting the needs of the business)
- Potential working from home benefits. (Laptop and mobile phone provided)
- 9am5pm, 10am6pm, 11am7pm, 12pm8pm
- Meeting the needs of the business)
- Working for a reputable company (Highly Regulated by the FCA)
- Company pension (eligible after passing probation period)
- Enjoy a fun, professional environment
Purpose of the role:
To conduct initial client appointments and engage clients in the process. To arrange meetings to obtain fact find information and signed engagement documents. Building and maintaining relationships with clients.
Duties
- Conduct initial client appointments
- Assist in planning and arranging client appointments
- Conducting telephone fact find appointments with clients
- Ensuring correct engagement documents are completed by new clients
- Submitting completed paperwork to the admin office
- Liaising with the admin team to ensure smooth review process for clients
- Attends workshops and conferences when requested
- Provide figures to management with how many appointments received
- Answers phone calls and transfers them as necessary
- Interacts with Directors and Management and carries out their requests
What we are looking for:
- Administration experience (desirable, but not essential)
- Ability to demonstrate the use of initiative and good time management
- Excellent IT skills
- Excellent telephone manner
- Excellent team player
- Very strong organisational skills and the ability to work with mínimal supervision. A "cando" attitude and enthusiasm to assist on a wide range of projects.
Salary:
£25,000
Benefits:
- Company pension
- Onsite parking/Free parking
- Annual performance review.
Schedule:
- Monday to Friday
- No weekends
Salary:
£25,000
.00 per year
Benefits:
- Company pension
- Free parking
- Onsite parking
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Birmingham, B48 7ES: reliably commute or plan to relocate before starting work (preferred)
Work Location:
One location
Reference ID: 251022
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