Client Relationship Manager - Financial Services - 4 days per week (Full Salary)
Job Overview:
Join our team as a Client Relationship Manager where you will play a pivotal role in managing client relationships and driving customer satisfaction. We are seeking a dynamic individual with strong communication skills, great listening skills and a can do attitude
Duties:

Provide friendly professional point of contact for clients and enquiries (by phone, email and in person)

• To be the first point of contact for incoming calls
• Meet and greet clients and guests as they arrive at the office
• Prepare meeting rooms prior to clients or guests arriving
• Organise existing and prospective client meetings and actively manage all Financial Planners diary and workload
• Prepare client documentation in advance of and following client meetings (as per business processes)
• Manage client service needs and client expectations to ensure client satisfaction
• Liaise with other team members on work progress per client account and keep clients informed (as per business process)
• Liaise with clients on any administration queries they may have
• Assist in client meetings when required (Witnessing)
• Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner (as per business process)
• Open and maintain client files to the required compliance standards
• Ensure action points resulting from client meetings are added to the workload and dealt with * Complete checks for Anti Money Laundering

Qualifications:
- Proven experience in client management or a related field
- Excellent communication skills with a focus on building strong client relationships
Job Types: Full-time, Permanent,
Pay: £27,000.00-£35,000.00 per year
Job Type: Full-time
Pay: £27,000.00-£35,000.00 per year

Experience:

• Customer relationship management: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In perso

Please refer the Job description for details