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Client Relationship Manager
Location:
London
Description:
Client Relationship Manager required. Would suit either a graduate or someone educated to A levels who has gained a few years work experience. This role could also be suitable for a career changer maybe a person who is working in a client focused role and is seeking a sales role in a professional organisation. Basic salary with an OTE c. £30,000. Excellent opportunity to build a career in a financial planning company. Are you a natural communicator? Can you build strong client relationships, and do you thrive in a sales focused environment? This is a great opportunity to join a business that is established and growing. The role is Client Relationship Manager however, hard work and study could lead you into other areas of our business in the future such as management or financial advising. The CRMs responsibility is the generation of new business, and the key focus is sales and marketing. The successful individual will be using data provided to research the target market, decide how to reach out to them and contacting them to make appointments. You will be working hand in hand with a fully qualified adviser and supporting the client and adviser throughout the advice process and beyond. The role Reporting to the Client Relationship Director, the duties are varied and will include: Contacting existing clients of the business and prospecting for new ones from leads provided. Completing client fact finds. Identifying needs and priorities of the client. Completing files in preparation for an adviser call. Scheduling client appointments in the advisers diary. Managing and assisting with the ongoing servicing of existing clients. Preparing and sending Letters of Authority to clients and following up on outstanding paperwork with them. Assisting the adviser to bringing cases to a close. Essential skills Either a recent graduate or someone who has already been working for a while and is seeking a change of direction. Applications are also invited. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
November 10 2023 on ListedBuy
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More About this Listing: Client Relationship Manager
Client Relationship Manager is a Advertising & Marketing Client Relationship Manager Job at Recruitment Rebellion located in United States. Find other listings like Client Relationship Manager by searching Oodle for Advertising & Marketing Client Relationship Manager Jobs.
Client Relationship Manager is a Advertising & Marketing Client Relationship Manager Job at Recruitment Rebellion located in United States. Find other listings like Client Relationship Manager by searching Oodle for Advertising & Marketing Client Relationship Manager Jobs.