Job Description
Client Relationship Manager – Financial Services Administrator
Leicester (our Ref AL1418) – office based with potential of hybrid after qualifying period
Salary to c£27,000 pa + benefits
I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
* Work closely with the consultants to support and ensure clients’ needs are met
* Preparation work for client meetings
* Attending clients’ meetings, taking meeting notes (on/off site)
* Coordinating action points from meetings and completing work required
* Responsible for communication with clients (phone calls/emails etc.)
* Researching and collation of information in relation to advice being g...
Leicester (our Ref AL1418) – office based with potential of hybrid after qualifying period
Salary to c£27,000 pa + benefits
I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
* Work closely with the consultants to support and ensure clients’ needs are met
* Preparation work for client meetings
* Attending clients’ meetings, taking meeting notes (on/off site)
* Coordinating action points from meetings and completing work required
* Responsible for communication with clients (phone calls/emails etc.)
* Researching and collation of information in relation to advice being g...
Apply for This Position
Ready to take the next step? Click the button below to submit your application.
Submit Application