Back to searchClient Relationship Manager
Siamo Recruitment a division of Siamo Group
Posted 12 days ago, valid for a month
Pengwern, Denbighshire LL18, Wales
£24,000 - £28,000 per annum
Full Time
By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.
Sonic Summary
- Salary: £24,000 - £28,000 per annum
- Experience: Previous experience in the Financial Planning or Banking sectors
- Duties include effectively communicating with clients, providing relevant information, tailoring services, preparing client information, and arranging annual reviews
- Requirements include client management experience, customer-focused background, and excellent communication skills
- Additional details: Permanent, full-time opportunity with a 4-day working week
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 - 28,000per 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!
