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Client Relationship Manager

2 months ago

Bushey, Hertfordshire, United Kingdom LEMONCLOUD RECRUITMENT LTD Full time
About the Role

We are seeking a highly organized and detail-oriented Client Relationship Manager to join our team at LEMONCLOUD RECRUITMENT LTD. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our valued clients.

Key Responsibilities:
  • Provide a friendly and professional point of contact for clients and enquiries
  • Prepare client documentation in advance of and following client meetings
  • Manage client service needs and client expectations to ensure client satisfaction
  • Liaise with other team members on work progress per client account and keep clients informed
  • Assist in client meetings when required
  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm's standards
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Send Letters of Authority and gather accurate information as per business process
  • Produce portfolio valuations
  • Organise client review meetings as per Annual Review Process
  • Ensure back-office systems are kept up to date
  • Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements
Requirements:
  • Excellent knowledge of Microsoft Office; Outlook, Word, Excel, Teams
  • Excellent communication skills (written and verbal)
  • Compassionate, empathetic and able to build relationships
  • Highly organized and disciplined
  • A positive attitude and willingness to help others
  • Show initiative and take personal responsibility for completing tasks
  • Excellent time management and prioritisation skills
  • Strong Attention to detail
  • Comfortable conversing naturally and positively with clients to understand their motivations
  • Strong interpersonal skills and ability to inspire confidence with our clients
What We Offer:
  • 23 days holiday plus bank holidays
  • Shut down over Christmas
  • 4 Growth days
  • Paid time off to do something to better yourself
  • 6 Care days
  • Paid time off to care for those closest to you
  • Flexible Working Pattern
  • Employee Assistance Programme
  • Financial Exams paid for