Siamo Recruitment a division of Siamo Group
Client Relationship Manager
Job Location
Denbighshire, United Kingdom
Job Description
Client Relationship Manager
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 - £28,000 per annum (depending on experience)
Duties
- Effectively communicate with clients and manage ongoing relationships
- Provide relevant information and updates on Financial Planning services tailored to specific client situations
- Prepare accurate client information to be passed onto Financial Planners
- Arrange and plan annual reviews to be carried out for client accounts
- Handle incoming queries via telephone and email correspondence
- Use database and administrations systems to ensure client information is up to date and stored efficiently
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
Location: Denbighshire, GB
Posted Date: 12/27/2024
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 - £28,000 per annum (depending on experience)
Duties
- Effectively communicate with clients and manage ongoing relationships
- Provide relevant information and updates on Financial Planning services tailored to specific client situations
- Prepare accurate client information to be passed onto Financial Planners
- Arrange and plan annual reviews to be carried out for client accounts
- Handle incoming queries via telephone and email correspondence
- Use database and administrations systems to ensure client information is up to date and stored efficiently
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
Location: Denbighshire, GB
Posted Date: 12/27/2024
Contact Information
| Contact | Human Resources Siamo Recruitment a division of Siamo Group |
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