Client Relationship Manager - Wellington, United Kingdom - Office Angels

Office Angels

Verified Company

Wellington, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Do you have prior experience of working within a regulated industry and want to work for a company who really values their staff and offers long term progression and development? If so this could be great opportunity for you to join a highly successfuland reputable financial services company.

JOB TITLE:
Client Relationship Manager

LOCATION:
Wellington, Somerset (Office Based)

SALARY:
Circa £26,000 - £29,000 PA (Dependant on experience)

HOURS:8:45am - 5:15pm (1 hour for lunch)

T HE COMPANY:
Highly established, successful and renowned corporate company.

THE ROLE:
The main purpose of the role is to provide administrative support to the Financial Consultants within the business.

Client Servicing

Provide a friendly and professional point of contact for clients and enquiries
Organise existing and prospective client meetings
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure satisfaction
Ensure action points resulting from client meetings get diarised and dealt with

Processing of New Business

Preparation of meeting packs, to include new business for signing up
Check accuracy and completeness of all documentation
Requesting required documentation from clients and sending policy documents to clients
Ordering quotes and requesting policy details for consultants
Ensure fund switches/rebalances and other trades are carried out accurately and within company timescales.

Client Reviews

Organise client review meetings as per the 'Review Process', client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner
Ensure implementation of agreed actions

Other CRM Duties

General administrative support including scanning, photocopying, faxing, letter writing
Maintenance of client records on the backoffice system
Uploading file notes to the backoffice system, following client or company contact
Submitting and processing surrender requests, death claims etc
Provide Holiday and Sickness cover for other CRMs across the group
Ensure that significant risk issues are referred to the Directors where appropriate
Make a constructive contribution to the continuing development of the team and group of companies.
Proactively enhance industry knowledge, through external and internal sources
Demonstrate practical awareness and knowledge of retail financial products and current regulatory expectations
Analytical in solving tasks with a keen attention for detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Deliver effective and positive communication, and demonstrate competent use of IT Attitude & behaviour

In this role desirability to complete tasks to the highest standards is key, taking ownership and accountability for own actions will be important to you.

It is important to have a proactive approach to work also a calm and considered outlook in approachto problem solving.

We look forward to hearing from you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

Office Angels UK is an Equal Opportunities Employer.