Client Relationship Manager - Expiring soon!
Posted 21/06/2024 by Siamo Recruitment a division of Siamo Group.
Client Relationship Manager
We are looking for a Client Relationship Manager to join a local team in the North Wales area on a permanent, full-time basis!
This role offers the benefit of a 4-day working week, while still offering a competitive full-time salary! The successful candidate will be responsible for managing existing and new client relationships, arranging and attending meetings, providing information on relevant services, and working within a dedicated, growing team!
Salary: £24,000 - £28,000 per annum (depending on experience)
Duties
- Effectively communicate with clients and manage ongoing relationships
- Provide relevant information and updates on Financial Planning services
- Ensure services are tailored to specific client situations
- Prepare accurate client information to be passed onto Financial Planners
- Arrange and plan annual reviews to be carried for client accounts
- Handle incoming queries via telephone and email correspondence
Requirements
- Previous experience in the Financial Planning or Banking sectors
- Client management and customer-focused background
- Excellent communication skills with the ability to effectively manage relationships
Additional Details
- Permanent, full-time opportunity
- 4-day working week
Join a well-established local company as a new Client Relationship Manager and be part of a dynamic team dedicated to delivering excellent service and driving business growth!
We are looking for a Client Relationship Manager to join a local team in the North Wales area on a permanent, full-time basis!
This role offers the benefit of a 4-day working week, while still offering a competitive full-time salary! The successful candidate will be responsible for managing existing and new client relationships, arranging and attending meetings, providing information on relevant services, and working within a dedicated, growing team!
Salary: £24,000 - £28,000 per annum (depending on experience)
Duties
- Effectively communicate with clients and manage ongoing relationships
- Provide relevant information and updates on Financial Planning services
- Ensure services are tailored to specific client situations
- Prepare accurate client information to be passed onto Financial Planners
- Arrange and plan annual reviews to be carried for client accounts
- Handle incoming queries via telephone and email correspondence
Requirements
- Previous experience in the Financial Planning or Banking sectors
- Client management and customer-focused background
- Excellent communication skills with the ability to effectively manage relationships
Additional Details
- Permanent, full-time opportunity
- 4-day working week
Join a well-established local company as a new Client Relationship Manager and be part of a dynamic team dedicated to delivering excellent service and driving business growth!
- Type:
- Permanent
- Start Date:
- 21/06/2024
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Telephone:
- Login or register to view
- Job Reference:
- 4234
- Job ID:
- 221875087
- Applications:
- Less than 10
Remember: You should never send money to a prospective employer or disclose any financial information. Should you encounter any job listings requesting payments or financial details, please reach out to us immediately. For further guidance, visit jobsaware.co.uk.
