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Client Relationship Manager

Client Relationship Manager

Siamo Recruitment a division of Siamo GroupPengwern, Clwyd, United Kingdom
11 days ago
Salary
£24,000.00–£28,000.00 yearly
Job type
  • Full-time
Job description

Client Relationship ManagerWe 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 efficientlyRequirements- Previous experience in the Financial Planning or Banking sectors- Client management and customer-focused background- Excellent communication skills with the ability to effectively manage relationshipsAdditional Details- Permanent, full-time opportunity- 4-day working weekJoin 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