Client Relationship Manager

Posted 21 February by ORP Recruitment
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ORP have an excellent opportunity to join a Financial Services organisation who provide niche finance solutions to clients, the role is based in the Bromley Head Office.

Client Relationship Manager | 9am - 5pm | up to £30,000 DOE

Annual bonus based on personal and company performance | 24 days holiday increasing by 1 day a year

Key Responsibilities:

  • Manage client on-boarding process ensuring a high level of customer service with a commitment to delivering exceptional service to customers
  • Review financial information and accounts with the ability to summarise the position and commentary
  • Manage client relationships to maximise the business opportunities
  • Work with Management to put together client retention plans and develop plans to enhance revenue from both existing and new clients
  • Work with clients to progress their application; gathering information about the company; summarising their requirements and presenting for review and credit approval
  • Attend client meetings, exhibitions and conferences as required
  • Work alongside clients to ensure they understand the process and procedures for requesting funding, resolving queries as they may arise
  • Assist with gathering information as required to support credit and audit reviews
  • Ensure client facilities are operating efficiently

Desirable Skills:

  • Proficient in the use of PC’s running Microsoft Office Applications and browser based database applications
  • Experience in customer relations or account management, preferably in the financial sector (although a knowledge of the legal sector would be a benefit)
  • Familiarity with client on-boarding
  • Proven track record in working in a customer focused role

Required skills

  • Asset Management
  • Customer Service
  • Financial Services
  • Manage Client Relationships
  • Onboarding

Reference: 37340105

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