Client Relationship Manager
1 week ago
Job DescriptionWe 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 co-ordinating and managing client correspondence across Wealth Management.The multi-disciplinary 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 cross-functional 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 up-to-date with industry trends and best practices in client communication and relationship management
Responsible for issuing client communications to comply with regulatory requirements
RequirementsDegree or Master's level in Business/Economics/Finance/IT/Project Management
Ideally 3-5 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.
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 well-established brand.
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
RequirementsQFA-
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