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Client Relationship Manager
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Client Relationship Manager
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Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time{"h1": "Client Relationship Manager", "p": "Are you an experienced administrator looking to elevate your career in a fast-paced, dynamic setting? We have an excellent opportunity for a Client Relationship Manager to join our highly successful St. James's Place Partner Practice.As a key member of our Client Relations team, you will be responsible for...
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Client Relationship Manager
2 months ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time{"h1": "Client Relationship Manager", "p": "Are you an experienced administrator looking to elevate your career in a fast-paced, dynamic setting? We have an excellent opportunity for a Client Relationship Manager to join our highly successful St. James's Place Partner Practice.As a key member of our Client Relations team, you will be responsible for...
Client Relationship Manager
2 months ago
We are seeking a skilled Customer Relationship Specialist to join our team at Skipton Building Society Group. As a key member of our branch team, you will play a vital role in delivering exceptional customer service and building strong relationships with our clients.
Key Responsibilities- Customer Engagement: Engage with customers to understand their financial needs and provide personalized solutions to meet their goals.
- Product Education: Educate customers on our range of products and services, including savings, mortgages, and other financial solutions.
- Relationship Building: Build and maintain strong relationships with customers, understanding their financial goals and objectives.
- Record Keeping: Maintain accurate customer records and ensure that vulnerable customers receive the necessary support.
- Adherence to Policies: Adhere to our policies, standards, controls, and limits of authority applicable to your role.
- Customer Service Experience: Previous experience in a customer service or sales environment.
- Communication Skills: Excellent communication and interpersonal skills, with the ability to build rapport with customers.
- Product Knowledge: In-depth knowledge of our products and services, with the ability to educate customers on their features and benefits.
- Teamwork: Ability to work collaboratively as part of a team to achieve business objectives.
Skipton Building Society Group is a mutual organization, owned by our members. We are committed to helping our customers achieve their financial goals and building strong relationships with our clients. We offer a range of benefits, including annual discretionary bonuses, 25 days standard annual leave, and a commitment to training and development.
