Client Manager

CRS Consultants Ltd; Northwich; On-site; GBP 28,000 - 40,000; Full time

Job summary

A leading financial services firm is seeking a Client Manager to support their team in Northwich. The role involves diverse responsibilities including client administration, maintaining financial records, and ensuring timely processing of various tasks. Ideal candidates will possess strong communication skills and be adept at managing multiple priorities in a fast-paced environment. This position offers benefits such as a company pension scheme and a bonus scheme.

Benefits

Free parking

Company Pension Scheme

Group Death in Service Scheme

Group Critical Illness Scheme

Group Private Medical Insurance

Qualifications

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

Responsibilities

• Producing illustrations, obtaining valuations, and processing new business.
• Providing administrative support to financial advisors and processing paperwork.
• Maintaining organized financial records and handling client inquiries.

Skills

Communication

Organizational Skills

Teamwork

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