Client Relationship Manager - Pensions/Investments
Our client is a city based Financial Services firm and currently is currently searching for a Client Relationship Manager who will work closely with the Partners and play an integral role in helping to grow the revenue from the firm’s clients. The CRM will support Partners helping them to increase their turnover by working with the administrators and Paraplanners to deliver an outstanding service to the Partners and their clients.
In this role you will be the main point of contact for the Partners clients and will manage their workflow effectively. Ultimately you will be
• Managing the workflow and client experience.
• Keeping Partners and clients updated on progress and flagging any concerns.
• Supporting Partners to deliver the service proposition to Quantum and Select clients.
• Working closely with the Client Experience Manager and Paraplanning Manager to deliver an integrated and seamless support service to Partners.
The right person for this role will be goal oriented, commercially aware with the ability to support writing new business. You will have good working knowledge of Pensions and Investments. You will be collaborative across the teams and be solution focused. We are at selection stage so please send your CV in to us now.
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