Relationship Manager

4 weeks ago

Northwich, United Kingdom Close Brothers Group Full time

OVERALL SUMMARY

We are looking for a Relationship Manager to join our expanding support team in Intermediary Sales. You will provide administration and technical support to a variety of clients, including; Business Development Directors, Independent Financial Advisers, Fund Managers, Third Parties and Intermediary Clients. This role is crucial in ensuring that a competent and efficient service is delivered to all of these clients.

The ideal candidate should have excellent communication skills and be able to build rapport, and preserve relationships, with colleagues and clients. You should have strong problem solving skills, a good attention to detail, and enjoy working in a fast-paced environment where every day is different

Ultimately, providing outstanding customer service, and getting the best outcome for clients, should be at the heart of everything you do.

RESPONSIBILITIES

  • Understand customers’ needs and address them efficiently
  • Manage your own workload, and prioritise accordingly, to meet strict 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
  • Checking and processing a variety of client applications, and ensuring business has been completed correctly
  • Processing a variety of client requests, such as payment requests, static data changes and information requests
  • Monitoring the team inbox to ensure that any email queries are dealt with as quickly and efficiently as possible
  • Answering the team phone and dealing with ad hoc queries
  • Setting up agreements with new IFA companies and carrying out ongoing due diligence
  • Providing ad hoc valuations, costs and charges and performance information to IFAs
  • Supporting IFA’s in setting up and maintaining their online access
  • Updating and checking fees, including providing fee statements
  • General Admin duties, such as dealing with post, filing, scanning etc.

​WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:

  • 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

​As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

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