Lead Customer Relations Manager

1 month ago


St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Lead Customer Relations Advisor

We are seeking an experienced and skilled Lead Customer Relations Advisor to join our team at Artemis Recruitment Consultants Ltd.

About the Role:

This is a fantastic opportunity to lead a team of Wealth Client Administrators and provide crucial support to our Financial Planners, ensuring they and their clients receive outstanding service.

Key Responsibilities:
  • Lead a team in supporting day-to-day tasks, acting as the point of escalation and using data to highlight accuracy, performance, and SLAs.
  • Utilize knowledge of CRM systems (we use Xplan) or similar to drive team efficiency.
Requirements:
  • Experience in a Wealth Management, Financial Planning, or IFA firm.
  • In-depth knowledge of pensions, investments, mortgages, and protection.
  • Ability to build and foster a collaborative team environment.
  • Superior planning and organisational skills.
  • Proven high level of customer service.
  • Strong attention to detail and commitment to providing excellent ongoing service.
What We Offer:

As a Lead Customer Relations Advisor, you will have the opportunity to work with a talented team and contribute to the success of Artemis Recruitment Consultants Ltd.



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