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Client Relationship Executive

1 month ago

Bolton, Bolton, United Kingdom GetRecruited UK Ltd Full time

Get Recruited UK Ltd

We are seeking a skilled and experienced Client Relationship Executive to join our team as a Client Associate. As the successful candidate, you will be responsible for building strong relationships with clients, providing exceptional customer service, and ensuring compliance with regulatory requirements.

About the Role:

  • You will have ownership of your own client relationships, managing schemes from end-to-end and liaising with clients and third parties on a daily basis.
  • Responsibilities include handling queries, responding to client inquiries, and providing timely solutions to meet their needs.
  • You will also be responsible for ensuring compliance with regulatory requirements, calculating and paying retirement and death benefits, processing contributions and transfers, and undertaking property and land transactions.
  • Additional duties include establishing new schemes, updating trust deeds, completing necessary regulatory filings and returns, and preparing client meeting packs.

About You:

  • You should have experience working in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services as a Client Manager, Portfolio Manager, Client Associate, or Account Manager.
  • You will possess excellent client management, relationship management, and stakeholder management skills, comfortable working in a fast-paced and variable role in a regulated environment.

The Package:

  • Up to £35K salary.
  • A hybrid working arrangement.
  • A 4-day working week after a 3-month probation period.
  • Access to coaching and mentoring plans.
  • 25 days' holiday plus your birthday off.
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