Client Relationship Manager

Siamo Recruitment a division of Siamo Group • Other • Clwyd, Not Specified, United Kingdom • 1w ago

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!

Apply directly