Client Account Manager Specialist
2 weeks ago
As a Client Account Manager Specialist, you will play a crucial role in maintaining strong relationships with our existing clients and identifying new business opportunities in North Wales, UK. You will work closely with our team to ensure seamless delivery of services, arrange meetings, and provide expert guidance on Financial Planning. This is a great chance to take your career to the next level in a well-established company.
Responsibilities
• Develop and maintain strong client relationships
• Identify new business opportunities and growth areas
• Collaborate with the team to deliver high-quality services
• Conduct meetings with clients to discuss their needs and goals
• Stay up-to-date with industry developments and best practices
Requirements
• Proven track record in client account management
• Strong understanding of Financial Planning principles
• Excellent communication and interpersonal skills
Benefits
• Competitive salary range: £24,000 - £28,000 per annum (dependent on experience)
• Opportunity to work in a dynamic and growing company
• Flexible working hours, including a 4-day working week
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