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Client Relationship Manager

3 months ago

Manchester, United Kingdom IDEX Consulting Ltd Full time
Position Overview

IDEX Consulting Ltd is seeking a dedicated Client Relationship Manager to enhance our investment division.

The successful candidate will be responsible for:

  • Serving as the primary liaison for clients, ensuring effective communication through various channels including phone, email, and in-person meetings.
  • Fostering enduring partnerships with a diverse portfolio of clients.
  • Recognizing opportunities for business growth within the current client base.
  • Collaborating with senior management to assess client situations and contribute to the development and execution of tailored financial strategies.
  • Maintaining proactive engagement with clients, addressing inquiries, and scheduling regular review sessions.
  • Assessing client requirements during evaluations and preparing accordingly, while working with other teams as necessary.
  • Effectively communicating our offerings to clients and pinpointing potential business avenues based on their specific needs.
  • Understanding client expectations and responding with suitable service recommendations.
  • Ensuring consistent client outreach to maintain strong relationships.
  • Verifying the accuracy and relevance of client-facing documentation.

Qualifications:

  • Proven experience in the investment sector.
  • Exceptional client service abilities.
  • Investment Advice Diploma is required (or nearing completion).

Benefits: The organization provides a highly competitive benefits package.