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Customer Relationship manager

Posted 17 November 2017 by Page Personnel Finance Ended

Customer Relationship Manager / Haywards Heath / Accountancy

Client Details

A Leading company based in Haywards Heath are seeking a Customer Relationship Manager to join their expanding team.


As a Customer Relationship Manager you will be responsible for;

  • Create and send pre-sales illustrations on request from financial advisers within company Service Level Agreements (SLAs)
  • Be the first point of contact for incoming telephone calls from clients and financial advisers. You will be expected to deal with 80% of these calls, liaising with other Operations teams as appropriate - and it is expected that 20% of the calls will be passed through to the relevant Operations team.
  • Proactively give case updates to financial advisers on a regular basis
  • Develop relationships with financial advisers and paraplanners
  • Manage the onboarding of new financial advisers
  • assist financial advisers and paraplanners using our online application system
  • Walk new financial advisers through the SIPP application process including demonstrating how the online application form works
  • Look for potential new business opportunities and discuss these with the relevant Business Development Managers
  • Liaise with Business Development Managers regarding updates on their advisers' cases and any issues that have arisen
  • Answer and deal with incoming telephone calls within company SLA
  • Record all telephone calls on administration system
  • Contribute towards the preparation of team management information
  • Identify and refer any new business trends and patterns to management
  • Support complaints investigation and resolution
  • Suggest improvements to - and assist the Process Team and Business Analyst with - the Customer Relationship Team procedures and processes
  • Assist with testing new system functionality as and when required

Complete other work as and when required in accordance with the needs of the business


Previous Customer service roles


Job Offer

£25,000 to £26,000 per annum

Reference: 33833918

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