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Thrive by Chorni Ltd
Assistant Client ManagerThrive by Chorni Ltd • Sale, Greater Manchester, UK
Assistant Client Manager

Assistant Client Manager

Thrive by Chorni Ltd • Sale, Greater Manchester, UK
27 days ago
Job type
  • Full-time
Job description
Assistant Client Manager - Financial Services Located in Sale Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager. Duties will include : * Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress. * Liaising with provider companies to obtain policy information as appropriate. * Liaising with Clients to provide updates, as requested. * Processing Client Letter of Authority (LOA). * Updating Client file with up-to-date policy information * Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports. * Preparing and processing Life Insurance quotations and applications * Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present. * Assisting with Monthly Income reconciliation * Preparation of Client Packs * Answering phones Salary Guide £26500 + Bonus + Study Support + Benefits...
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Assistant Client Manager • Sale, Greater Manchester, UK

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