Client Relationship Manager
1 day ago
Job Title: Client Relationship Manager (CRM)
Location: St Asaph Office
Salary: £25,000
CRS are currently seeking an experienced Client Relationship Manager (CRM) to join a UK wide company for their Client Services Team based in their St. Asaph office.
As part of our dynamic team, the successful candidate will have the opportunity for long-term career progression in an environment that values professionalism and dedication.
Key Responsibilities:
* Maintain and update client records on our proprietary back-office system (CURO).
* Utilize various 3rd party software and websites to manage client records meticulously for compliance purposes.
* Assist financial advisers by using cashflow software.
* Arrange and manage diary appointments efficiently.
* Liaise effectively with product providers, accurately documenting discussions.
* Gather valuations and relevant documentation to prepare review packs.
* Process new business applications for clients, ensuring a seamless onboarding experience.
* Handle general administrative tasks such as scanning, copying, and filing.
* Provide exceptional client service via phone, email, and face-to-face interactions as required.
Required Skills:
* Strong administration experience.
* Proficient in Microsoft Office suite.
* Excellent numeracy and literacy skills.
* Ability to work independently with a driven and enthusiastic approach.
* Outstanding communication and presentation skills with acute attention to detail.
* Maintains a professional demeanor at all times.
Ideally, the candidate will have CRM experience, preferably within financial services.
The successful candidate will either hold, be working towards, or be willing to pursue a recognized Level 3 or Level 4 qualification accredited by the CII/PFS. Study support will be provided as needed, with a commitment to ongoing professional development to stay abreast of evolving legislation.
Benefits:
* Supportive work environment.
* Generous holiday allowance of 25 days plus bank holidays.
* Access to company-paid training courses and qualifications.
* Pension Scheme.
* 35-hour working week.
* Ongoing free mandatory and development training days.
* On-site parking facilities.
* Various annual social events.
* Annual discretionary bonus scheme, with an introductory scheme.
* Death in Service scheme.
* One-hour lunch break (1pm-2pm).
Click to apply or call Amy on (phone number removed)
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