SonicJobs Logo
Left arrow iconBack to search

Client Relationship Manager

Clwyd Recruitment Solutions Ltd
Posted 19 days ago, valid for 7 days
Location

St Asaph, Denbighshire LL17, Wales

Salary

£25,000 per annum

Contract type

Full Time

Retirement Plan

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

info
  • The Client Relationship Manager (CRM) position is available at the St Asaph office with a salary of £25,000.
  • The role requires strong administration experience and ideally a background in financial services, with a commitment to pursuing a Level 3 or Level 4 qualification accredited by CII/PFS.
  • Key responsibilities include maintaining client records, assisting financial advisers, managing diary appointments, and providing exceptional client service.
  • The company offers a supportive work environment, generous holiday allowance, ongoing training, and various benefits including a pension scheme and annual bonus.
  • Candidates should possess excellent communication skills, attention to detail, and the ability to work independently.

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)

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.