Client Relationship Manager
Client Relationship Manager
Posted on :
01-06-2024
Employer Active
1 Vacancy
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Job Description
We are currently working with a leading Wealth Management firm who are looking to hire a Client Relationship Manager to join their team. This role is responsible for coordinating and managing client correspondence across Wealth Management. The multidisciplinary role will require the successful candidate to work with team members and internal stakeholders requiring commercial acumen and organisation skills with a good knowledge of Wealth Management channels and products.
Role Duties:
- Organise and own all WM client communications/correspondence
- Collaborate with crossfunctional teams including marketing sales and customer support to ensure consistent and effective correspondence with clients
- Ensure client success through the delivery of world class customer service
- Stay uptodate with industry trends and best practices in client communication and relationship management
- Responsible for issuing client communications to comply with regulatory requirements
Requirements
- Degree or Master s level in Business/Economics/Finance/IT/Project Management
- Ideally 35 years relevant operational management experience within a professional/corporate environment
- A high energy personality with an inquisitive nature dedicated to providing the highest level of customer service and willing to take ownership to drive the change agenda forward.
- Excellent motivational communication and interpersonal skills
- Strong organizational skills & ability to work well under pressure
Benefits
On offer is a competitive salary and benefits package along with the opportunity to join a wellestablished brand. Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
QFA
Employment Type
Full Time
Key Skills
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