Client Relationship Manager

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)