Job Description
We are seeking an experienced Client Relationship Manager to become part of our expanding team. You will collaborate closely with financial consultants to support the administration and ongoing management of pension and personal wealth client portfolios. This is an excellent opportunity for someone who thrives on taking ownership, working collaboratively, and consistently delivering an outstanding client experience.
Key responsibilities:
* Manage and administer a caseload of pension and personal wealth clients
* Offer daily operational support to financial consultants to ensure client accounts function seamlessly
* Respond to client enquiries in a professional, prompt and courteous manner while upholding high service standards
* Prepare necessary documentation, manage workflows and organise meetings
* Carry out all tasks in accordance with internal procedures and current regulatory standards
* Keep abreast of industry develop...
Key responsibilities:
* Manage and administer a caseload of pension and personal wealth clients
* Offer daily operational support to financial consultants to ensure client accounts function seamlessly
* Respond to client enquiries in a professional, prompt and courteous manner while upholding high service standards
* Prepare necessary documentation, manage workflows and organise meetings
* Carry out all tasks in accordance with internal procedures and current regulatory standards
* Keep abreast of industry develop...
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