Customer Service and Relationship Executive
3 weeks ago
About the Role:
">The Siamo Group is looking for a Customer Service and Relationship Executive to join our team in North Wales. As a key member of our staff, you will be responsible for managing existing and new client relationships, arranging and attending meetings, providing information on relevant services, and working within a dedicated, growing team.
">Key Responsibilities:
">- ">
- To effectively communicate with clients and manage ongoing relationships">
- To provide relevant information and updates on Financial Planning services tailored to specific client situations">
- To prepare accurate client information to be passed onto Financial Planners">
- To arrange and plan annual reviews to be carried out for client accounts">
- To handle incoming queries via telephone and email correspondence">
- To use database and administrations systems to ensure client information is up to date and stored efficiently">
Requirements:
">To be successful in this role, you will need to have previous experience in the Financial Planning or Banking sectors, a client management and customer-focused background, and excellent communication skills with the ability to effectively manage relationships.
">Benefits:
">This role offers the benefit of a 4-day working week, while still offering a competitive full-time salary. The estimated salary for this position is £27,000 per annum.
">Additional Details:
">This is a permanent, full-time opportunity with a growing company in North Wales.
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Relationship Management Executive
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Relationship Management Executive
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Relationship Management Executive
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Client Relationship Manager Position
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Client Relationship Manager Position
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