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Client Relationship Manager
2 weeks ago
**Do you have prior experience of working within a regulated industry and want to work for a company who really values their staff and offers long term progression and development? If so this could be great opportunity for you to join a highly successfuland reputable financial services company.**
**JOB TITLE**: Client Relationship Manager
**LOCATION**:Wellington, Somerset (Office Based)
**SALARY:Circa** £26,000 - £29,000 PA (Dependant on experience)
**HOURS**:8:45am - 5:15pm (1 hour for lunch)
**T HE COMPANY**:Highly established, successful and renowned corporate company.
**THE ROLE**:The main purpose of the role is to provide administrative support to the Financial Consultants within the business.
Client Servicing
- Provide a friendly and professional point of contact for clients and enquiries
- Organise existing and prospective client meetings
- Liaise with clients on any administration queries they may have
- Manage client service needs and client expectations to ensure satisfaction
- Ensure action points resulting from client meetings get diarised and dealt with
Processing of New Business
- Preparation of meeting packs, to include new business for signing up
- Check accuracy and completeness of all documentation
- Requesting required documentation from clients and sending policy documents to clients
- Ordering quotes and requesting policy details for consultants
- Ensure fund switches/rebalances and other trades are carried out accurately and within company timescales.
Client Reviews
- Organise client review meetings as per the 'Review Process', client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
- Ensure follow up letters are sent in a timely manner
- Ensure implementation of agreed actions
Other CRM Duties
- General administrative support including scanning, photocopying, faxing, letter writing
- Maintenance of client records on the back-office system
- Uploading file notes to the back-office system, following client or company contact
- Submitting and processing surrender requests, death claims etc
- Provide Holiday and Sickness cover for other CRMs across the group
- Ensure that significant risk issues are referred to the Directors where appropriate
- Make a constructive contribution to the continuing development of the team and group of companies.
- Proactively enhance industry knowledge, through external and internal sources
- Demonstrate practical awareness and knowledge of retail financial products and current regulatory expectations
- Analytical in solving tasks with a keen attention for detail
- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
- Deliver effective and positive communication, and demonstrate competent use of IT Attitude & behaviour
In this role desirability to complete tasks to the highest standards is key, taking ownership and accountability for own actions will be important to you. It is important to have a proactive approach to work also a calm and considered outlook in approachto problem solving.
We look forward to hearing from you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
