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Customer Engagement Manager
3 months ago
Location: Taunton
Salary: up to £26,250 + excellent benefits and bonus scheme
Employment Type: Full-time, in office
Are you a seasoned administrator looking to advance your career? Do you excel in a vibrant, fast-paced environment? An exciting opportunity has emerged to join a highly successful Partner Practice.
As a vital member of the Client Relations team, your primary responsibility will be to uphold a high standard of professionalism to ensure exceptional client service.
The team is dedicated to managing client needs and overseeing the daily operations of wealth management client relations. The client experience is the core focus of the Client Relations team, and we strive to deliver an unparalleled client experience while meeting expectations and providing essential support to our Financial Consultants.
The Role:
Client Relationship Manager
Reporting to the Head of Client Relations, your commitment to providing outstanding client support will be paramount. Key responsibilities include:
- Proactively managing daily tasks, including transacting cases onto the system and offering support to consultants and clients throughout the application process.
- Liaising with providers to ensure a seamless service experience for clients.
- Adhering to FCA approved standards, ensuring compliance and data protection guidelines are met when discussing client updates.
- Utilizing various software packages for data entry and monitoring of the company client database.
- Effectively prioritizing your workload to meet client expectations and deliver exceptional service.
- Providing efficient client relations support to consultants through effective and regular communication.
- Collaborating with the Head of Client Relations to coordinate and implement office procedures effectively.
The Person:
Client Relationship Manager
The ideal candidate will possess:
- A high degree of personal motivation and organizational skills, with the ability to manage your own workload.
- A willingness to pursue further qualifications to enhance your knowledge within the Financial Services sector.
- An understanding of the wealth management industry, including standard business processes.
- A proactive, tenacious approach with a positive attitude and initiative.
- Attention to detail, accuracy, and the ability to work under pressure and meet deadlines.
- Strong communication skills, both face-to-face and through various communication channels.
- A high level of confidentiality and discretion.
- An understanding of the significance of compliance and GDPR within financial services.
The team, along with the entire organization, comprises highly skilled individuals, offering a fantastic and rewarding culture to work within.
Benefits include:
- Comprehensive induction program
- Pension scheme
- Annual salary review
- Annual bonus scheme
- Study support, both financially and time allocated during working hours
- 30 days holiday allowance plus bank holidays and your birthday off
- Access to a commercial gym
- Access to BUPA Employee Assistance Program
- Exciting company events
- Sick pay
Burgh Recruitment Limited is committed to conducting standard Financial and Identity checks on candidates offered a role within this practice.
