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Client Relationship Manager

Job Reference:
35104IXN
Recruiter Name:
Parkside Recruitment
Job Type:
Financial Services
Salary:
£30,000 per annum
Locations:
City Of London, London
Contract Type:
Permanent
Date Posted:
09/01/2019

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We are currently looking for a driven and ambitious individual to fill a Client Relationship Manager role. Do you have experience in management, pensions and administration and have a broad knowledge of investments and pensions with also an understanding of financial advice process, internal and regulatory requirements then this could be the role for you.

Key Responsibilities:

  • Provide administration and support services to Partners and their clients.
  • To deliver personalised and high quality service to clients.
  • To build and maintain relationships with Partners and staff.
  • Working with the Client Experience Manger to implement and manage service standards within the team so that Partners can manage their clients.

Key Skills Required:

  • Previous experience in management and developing a client focused motivated team.
  • Knowledge of investments and pension and a thorough understanding of the financial advice process, internal and regulatory requirements.
  • Experience in delivering high level pension and investment administration.
  • Experience in dealing with high net worth clients.
  • Strong track record developing and maintaining good working relationships with clients, advisers and staff and able to build rapport quickly.
  • Proven track record of having challenging conversations and being able to influence at all levels
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam.)

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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