Client Manager

CRS Consultants Ltd; Northwich; On-site; GBP 25,000 - 45,000; Full time

Job summary

An exciting opportunity awaits in a forward-thinking financial services firm as a Client Manager. In this dynamic role, you will engage with clients, manage essential paperwork, and support financial advisors in delivering exceptional service. Your organizational skills will shine as you maintain financial records and ensure timely processing of various tasks. This role offers a collaborative environment where you can thrive under pressure while making a significant impact on client satisfaction. Join a team dedicated to excellence and enjoy a range of benefits, including a company pension scheme and medical insurance.

Benefits

Free parking

Company Pension Scheme

Group Death in Service Scheme

Group Critical Illness Scheme

Group Private Medical Insurance

Qualifications

• Experience in financial services or client management is preferred.
• Strong organizational skills and attention to detail.

Responsibilities

• Producing illustrations and obtaining valuations for clients.
• Providing administrative support to financial advisors and clients.
• Processing incoming and outgoing post and answering calls.

Skills

Excellent oral and written communication skills

Ability to work independently

Ability to work under pressure

Job description

Due to continued growth within our business we have an exciting opportunity to join our Financial Services team as a Client Manager.

The role will involve:

• Producing illustrations
• Obtaining valuations
• Client review tasks, daily, monthly & annual
• Fund switch processing
• New business processing
• Existing business maintenance
• Policy issue processing
• Admin support to Financial Advisors and Directors
• Processing incoming and outgoing post
• Answering incoming calls
• Welcome clients & occasionally accompanying appointments

Essential Functions:

• ·Ensure all paperwork is completed in a timely manner.
• ·Maintain financial records and files in organised detail.
• ·Provide administrative support to clients and financial advisors.
• ·Other duties as assigned by department manager.

Competencies:

• Excellent oral and written communication Skills.
• Ability to work independently and as a team member.
• Ability to work under pressure and meet deadlines.

Additional pay:

• Bonus scheme

Benefits:

• Free parking
• Company Pension Scheme
• Group Death in Service Scheme
• Group Critical Illness Scheme
• Group Private Medical Insurance

Work Location:

• In person, Monday - Friday - No weekends