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Trulife Financial
Client Relationship Manager (Part-Time)Trulife Financial • Caerphilly, Gwent, UK
Client Relationship Manager (Part-Time)

Client Relationship Manager (Part-Time)

Trulife Financial • Caerphilly, Gwent, UK
13 days ago
Job type
  • Part-time
Job description
Join the Trulife Financial Team We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team. This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours. As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships. Your Responsibilities * Contact existing clients to discuss our services and proposition. * Book review appointments for our advisers. * Build and maintain positive client relationships. * Complete general administration and client record updates. * Support the team with day-to-day office tasks. * Deliver a professional and friendly experience on every client interaction. What We're Looking For * Excellent communication and telephone skills. * Friendly, professional and confident manner. * Strong organisational skills and attention to detail. * Comfortable using Microsoft Office and CRM systems. * Previous customer service or administration experience is desirable but not essential. * A positive attitude and willingness to learn. What We Offer * Flexible part-time hours (10 hours per week initially). * Opportunity to increase hours as the business grows. * Full training and ongoing support. * A chance to ...
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Client Relationship Manager (Part-Time) • Caerphilly, Gwent, UK

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