Back to search
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)
