Client Relationship Manager

St Asaph | £25k - 27k per year

Job Title: Client Relationship Manager (CRM)

Location: St Asaph Office
Salary: £25,000

CRS are currently seeking an experienced Client Relationship Manager (CRM) to join a UK wide company for their Client Services Team based in their St. Asaph office.

As part of our dynamic team, the successful candidate will have the opportunity for long-term career progression in an environment that values professionalism and dedication.

Key Responsibilities:

  • Maintain and update client records on our proprietary back-office system (CURO).
  • Utilize various 3rd party software and websites to manage client records meticulously for compliance purposes.
  • Assist financial advisers by using cashflow software.
  • Arrange and manage diary appointments efficiently.
  • Liaise effectively with product providers, accurately documenting discussions.
  • Gather valuations and relevant documentation to prepare review packs.
  • Process new business applications for clients, ensuring a seamless onboarding experience.
  • Handle general administrative tasks such as scanning, copying, and filing.
  • Provide exceptional client service via phone, email, and face-to-face interactions as required.

Required Skills:

  • Strong administration experience.
  • Proficient in Microsoft Office suite.
  • Excellent numeracy and literacy skills.
  • Ability to work independently with a driven and enthusiastic approach.
  • Outstanding communication and presentation skills with acute attention to detail.
  • Maintains a professional demeanor at all times.

Ideally, the candidate will have CRM experience, preferably within financial services.

The successful candidate will either hold, be working towards, or be willing to pursue a recognized Level 3 or Level 4 qualification accredited by the CII/PFS. Study support will be provided as needed, with a commitment to ongoing professional development to stay abreast of evolving legislation.

Benefits:

  • Supportive work environment.
  • Generous holiday allowance of 25 days plus bank holidays.
  • Access to company-paid training courses and qualifications.
  • Pension Scheme.
  • 35-hour working week.
  • Ongoing free mandatory and development training days.
  • On-site parking facilities.
  • Various annual social events.
  • Annual discretionary bonus scheme, with an introductory scheme.
  • Death in Service scheme.
  • One-hour lunch break (1pm-2pm).

Click to apply or call Amy on 01745 777277

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