Business Development Liaison

4 weeks ago


Northwich, Cheshire, United Kingdom Close Brothers Group Full time

Job Summary

We are seeking a skilled Relationship Manager to provide administration and technical support to clients in Intermediary Sales. This role is crucial in ensuring a competent and efficient service is delivered to clients.

The ideal candidate should have excellent communication skills, be able to build rapport with colleagues and clients, and have strong problem-solving skills.

Key Responsibilities

  • Understand customers' needs and address them efficiently
  • Manage workload and prioritize tasks to meet deadlines
  • Help build and maintain relationships with IFAs
  • Work closely with other teams and departments to ensure a positive client experience
  • Deal with client complaints effectively and in line with regulations

Key Tasks

  • Issue pre-sales literature and applications to IFAs, including completing proposal documents
  • Check and process client applications, ensuring business has been completed correctly
  • Process client requests, such as payment requests, static data changes, and information requests
  • Monitor the team inbox to ensure email queries are dealt with efficiently
  • Answer the team phone and deal with ad hoc queries
  • Set up agreements with new IFA companies and carry out ongoing due diligence
  • Provide ad hoc valuations, costs, and charges, and performance information to IFAs
  • Support IFAs in setting up and maintaining their online access
  • Update and check fees, including providing fee statements
  • Perform general admin duties, such as dealing with post, filing, and scanning

Requirements

  • Previous experience in a customer relationship role, preferably within Financial Services
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills – verbal and written
  • Excellent record-keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstrate initiative

Close Brothers Asset Management is an equal opportunities employer



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