Key Account Liaison
3 weeks ago
We are seeking a highly motivated and organised individual to join our dynamic team as a Key Account Liaison.
Estimated Salary: £30,000 - £32,000 per annum
About the Role
As a Key Account Liaison, you will be the primary point of contact for clients, building strong relationships and rapport through regular communication and exceptional customer service skills. You will work closely with Financial Planners to ensure seamless day-to-day operations, organising their diaries, client appointments, meeting times, and locations.
Main Responsibilities:
- Organising Financial Planners' schedules and ensuring timely meetings with clients.
- Providing exceptional customer service, responding promptly to client queries and resolving any issues efficiently.
- Collaborating with colleagues to achieve business objectives and deliver outstanding results.
Requirements
To succeed in this position, you must have excellent organisational, time management, and communication skills, with the ability to work in a fast-paced environment. You should also be able to build strong relationships with clients and colleagues alike.
About Us
Capio Recruitment is a leading national financial planning firm striving to grow and become a recognised wealth management brand across the UK. We pride ourselves on creating a progressive and supportive office environment where colleagues work together to build an exceptional business environment and deliver outstanding service to clients.
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