Client Relationship Manager

at  Burgh Recruitment Ltd Financial Services

THE ROLE – CLIENT RELATIONSHIP MANAGER

Reporting to the Head of Client Relations providing outstanding client support will be of the upmost importance to you, responsibilities include:

• Pro-actively managing day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process
• Liaising with providers to deliver a seamless service to clients
• Working to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates
• Competently use a variety of software packages to include data entry and monitoring of the Company client database
• The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service
• Providing efficient client relations support to consultants through effective and regular communication

• Working with the Head of Client Relations to co-ordinate, and implement office procedures effectively

  The Person – Client Relationship Manager

• A high degree of personal motivation, organisational skills and the ability to manage your own workload

• A willingness to undertake exams to further your personal knowledge within the Financial Services industry.
• An understanding of the wealth management industry to include standard business processes
• You will be proactive, tenacious and show initiative at all times, with a positive disposition and a can-do attitude
• Attention to detail, accuracy and the ability to work under pressure and to deadlines
• Strong communication skills; face to face, on the telephone and via email
• A high level of confidentiality and discretion
• An understanding of the importance that compliance & GDPR play within financial services

The team, and the whole business is made up of the highest calibre of individuals and in return, offer a fantastic and rewarding culture to work within.

Benefits include:

• Comprehensive induction programme
• Pension
• Annual salary review
• Annual bonus scheme
• Study support both financially and time to study during the working day
• 30 days holiday allowance plus bank holidays and your birthday off
• Access to a commercial gym
• Access to BUPA Employee Assistance Program
• Fabulous Company events
• Sick pay

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.