Client Relationship Officer

2 months ago


Southport, United Kingdom The 79th Group Full time

**Client Relationship Officer**

The 79th Group are a family-owned asset management company with an entrepreneurial spirit, based in the UK but with global reach and partners and investors in most countries.

Previous experience of working within an Investment Firm would be advantageous.

**Role Responsibilities**:

- Provide an end to end customer experience and support system for external global sales networks.
- Implement and maintain a robust customer success model for your whole network.
- Gain an understanding of your networks pain points and deliver responsive solutions and support.
- Support and enhance the interlock with relevant departments and colleagues.
- Maintain a high level of product knowledge so you can confidently demonstrate & make recommendations.
- Ensure the CRM system and pipeline are kept up to date in order to accurately forecast and drive sales performance.
- You need to be organised and will be able to prioritise effectively allowing you to take ownership of your client interactions to deliver a great experience.

**Personal Specification**:

- An energetic and enthusiastic team player
- Excellent communication skills, verbal and written
- Ability to work on own initiative and to tight deadlines
- Multi-tasking abilities
- Strong attention to detail
- Effective time management skills
- Analytical and has problem-solving skills.
- Ability to persuade, influence and negotiate effectively at all levels within and outside the organisation
- Extreme professionalism and personal presentation
- Excellent organisational skills including the ability to manage and prioritise

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£25,000.00 per year

**Benefits**:

- Employee discount
- Health & wellbeing programme
- On-site parking
- Store discount

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Southport PR8 4HQ: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

- Account management: 1 year (preferred)

Work Location: In person

Reference ID: HR/CRO1



  • Southport, United Kingdom Everpool Recruitment Full time

    Client Relationship Advisor - Southport Fantastic opportunity to join a leading investment firm based in Southport, Merseyside as a Client Relationship Advisor. Due to phenomenal growth the team is expanding across several key departments, and we are hoping to speak to talented and ambitious people with a strong business administration and management...


  • Southport, United Kingdom NJR Recruitment Full time

    Do you have proven home or motor insurance experience, with the desire to develop a long term career in the sector? Are you a strong communicator with excellent client relationship skills, interested in working with High Net Worth individuals? If so, this could be a fantastic opportunity for you. A new opportunity has come to market for an Account Handler...


  • Southport, United Kingdom Fletchers Solicitors Full time

    **Expert Relationship Administrator** **Fletchers Solicitors Ltd have a fantastic opportunity for to join our growing Legal Strategy & Operations team!** **Location**:Southport/Hybrid** Fletchers are a leading law firm, whose focus is on growing our already successful business considerably in the next few years. We are looking for the right person to be...

  • Legal Assistant

    4 months ago


    Southport, United Kingdom Napthens Full time

    **Napthens** is a large regional and dynamic legal practice, providing a wide range of services to meet the needs of businesses and individuals. As a firm with a collection of partners, we are ambitious to grow the business and maintain and enhance our reputation for outstanding relationships. We do this through our firms’ values which are instilled...

  • Onboarding Officer

    3 months ago


    Southport, United Kingdom The 79th Group Full time

    **Onboarding Officer** Calling all talented individuals! Are you ready to embark on an exciting journey with the fastest-growing organisation in Southport? The 79th Group is expanding exponentially, and we are on the lookout for exceptional individuals to join our dynamic team. If you are seeking a challenging yet rewarding career, look no further! The...


  • Southport, United Kingdom The 79th Group Full time

    **Investment Onboarding Officer** Calling all talented individuals! Are you ready to embark on an exciting journey with the fastest-growing organisation in Southport? The 79th Group is expanding exponentially, and we are on the lookout for exceptional individuals to join our dynamic team. If you are seeking a challenging yet rewarding career, look no...


  • Southport, United Kingdom The 79th Group Full time

    The 79th Group are a family-owned asset management company with an entrepreneurial spirit, based in the UK but with global reach and partners and investors in most countries. As we are expanding our business, we are looking to appoint a Onboarding Administrator to join the Investment Team. The role requires a “Team Player” Are you a Team player? If so...


  • Southport, United Kingdom The 79th Group Full time

    The 79th Group are a family-owned asset management company with an entrepreneurial spirit, based in the UK but with global reach and partners and investors in most countries. As we are expanding our business, we are looking to appoint a Onboarding Administrator to join the Investment Team. The role requires a “Team Player” Are you a Team player? If so...


  • Southport, United Kingdom The 79th Group Full time

    The 79th Group are a family-owned asset management company with an entrepreneurial spirit, based in the UK but with global reach and partners and investors in most countries. As we are expanding our business, we are looking to appoint a Onboarding Administrator to join the Investment Team. The role requires a “Team Player” Are you a Team player? If so...


  • Southport, Sefton, United Kingdom Fletchers Group Full time

    Job OverviewPosition: Onboarding Team MemberCompensation: £21,840Work Arrangement: Southport/HybridThe Onboarding Team Member plays a crucial role in ensuring that our clients are at the forefront of our operations. This position requires a motivated and enthusiastic individual who is dedicated to delivering exceptional customer service. The primary...


  • Southport, Sefton, United Kingdom Fletchers Group Full time

    Job OverviewPosition: Onboarding Team MemberCompensation: £21,840Work Arrangement: Southport/HybridThe Onboarding Team Member plays a crucial role in ensuring that our clients experience exceptional service from the very beginning. This position requires a proactive and enthusiastic approach to customer support, focusing on guiding clients through the...

  • Field Officer

    3 months ago


    Southport, United Kingdom Talentsure Recruitment Full time

    **Field Officer (Driving Essential)** **Salary: £23,065 per annum + Company Car** **Location: Southport (Must live in P8 - P9 Postcode)** **Hours: Full Time, Permanent - 37 ½ hours per week (day and night shifts)** - **You receive a Company Car when you start!**_ Our client, a global provider for many different business support services, are looking...


  • Southport, United Kingdom Unite Professionals Ltd Full time

    **Job Title**:Medical Records and Office Clerk **Reports to**: Lynn Davies **Location**:Southport **Salary**: £12,000 pro rata + bonus structure + company pension (Full Time Salary - £24,000 pa) **Hours**:20 hours per week, Monday-Friday (4 hours per day) **Main Purpose of the job**: This role is split between working with the Medical Records team and...


  • Southport, United Kingdom Unite Professionals Ltd Full time

    **Job Title**:Medical Records and Office Clerk **Reports to**: Lynn Davies **Location**:Southport **Salary**: £12,000 pro rata + bonus structure + company pension (Full Time Salary - £24,000 pa) **Hours**:20 hours per week, Monday-Friday (4 hours per day) **Main Purpose of the job**: This role is split between working with the Medical Records team and...

  • Head of Private Client

    3 months ago


    Southport, United Kingdom Clayton Legal Full time

    **Head of Private Client** A well-established firm with offices in Southport & Liverpool are looking to recruit a Head of Private Client to join their team, to bring experience and innovative ideas to the table! With over 100 years’ experience helping clients across a number of law areas, this is a great time to be joining this award winning firm! They...

  • Technical Officer

    3 months ago


    Southport, United Kingdom Fox Morris Group Full time

    Are you a **Technical Officer **for a new opportunity? **Sefton Council** **6+month ongoing contact** **Rate - £21 to £31+ per hour** **Your Role** - To organise and oversee all technical aspects of the Housing grants / loans process from receipt of initial enquiry through to completion. Visiting client’s in their own homes providing the required...

  • Legal Assistant

    3 months ago


    Southport, United Kingdom Napthens LLP Full time

    **Private Client Legal Assistant / Legal Assistant / Legal Administration Support / Legal Secretary** **Private Client Department** **Southport office based PR9** **Full time permanent, 35 hours per week, Monday to Friday 9am - 5pm** **Salary + bonus + benefits including 28 days holiday.** **Napthens Southport office **are hiring a Legal Assistant to...


  • Southport, United Kingdom Unite Professionals Ltd Full time

    **Job Title**: Quality & Compliance Officer **Location**: Southport **Salary**: £30,000-£35,000 pa depending on experience + Bonus structure (10%) + Company Pension **Hours**: 40 hours per week (Full-time / Permanent) **Annual Leave**:34 days including bank holidays **Company background** Unite Professionals Ltd is one of the leading privately-owned...

  • Office Administrator

    3 months ago


    Southport, United Kingdom Unite Martial Arts Southport Full time

    Unite Martial Arts is a training academy based in Southport. Unite Martial Arts provide an array of self-defence classes for both adults and children. Unite Martial Arts is looking for an Office Manager. The role is suited to a personable, bubbly individual that is self-motivated and keen to make a difference. Based at the office in Southport this is a...


  • Southport, United Kingdom Fletchers Solicitors Full time

    **Client Care Team Member** **Location: Southport/Hybrid** **Salary: £21K per annum (plus bonus and benefits).** **Fletchers Solicitors Ltd have a fantastic opportunity to join our growing Onboarding Team.** **About Fletchers Solicitors**: Fletchers is a rapidly growing law firm specialising in personal injury and clinical negligence law. We are based...