Client Engagement Specialist

1 day ago


St Asaph, Denbighshire, United Kingdom Siamo Group Ltd Full time
Salary: £24,000 - £28,000 per annum

Key Responsibilities:
- Developing and maintaining strong relationships with clients, communicating effectively and managing ongoing relationships.
- Providing tailored information on Financial Planning services and preparing accurate client data for Financial Planners.
- Organizing annual reviews and handling client inquiries through email correspondence.

Requirements and Benefits:
- Previous experience in Financial Planning or Banking sectors with a focus on client management.
- Excellent communication and relationship-building skills.
- Permanent, full-time position
- 4-day working week
- Opportunities for career growth and development within a dynamic team.

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