Recruiting now
| Posted: | 05/12/24 | |
| Recruiter: | Siamo Recruitment a division of Siamo Group | |
| Reference: | 2861987985 | |
| Type: | Permanent | |
| Salary: | £24,000 - £28,000 Annual | |
| Location: | Clwyd | |
| Description: | 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 tailored to specific client situations - Prepare accurate client information to be passed onto Financial Planners - Arrange and plan annual reviews to be carried out for client accounts - Handle incoming queries via telephone and email correspondence - Use database and administrations systems to ensure client information is up to date and stored efficiently 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! | |