Customer Relationship Officer

7 days ago


Birmingham, Birmingham, United Kingdom Assured Private Wealth LTD Full time
**Job description

  • 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)
(Example of weekly hours

  • 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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