Client Relationship Manager

Job Title: Client Relationship Manager (CRM)

Location:�St Asaph Office

Salary:��25,000

CRS are currently seeking an experienced Client Relationship Manager (CRM) to join a UK wide company for their Client Services Team based in their St. Asaph office.

As part of our dynamic team, the successful candidate will have the opportunity for long-term career progression in an environment that values professionalism and dedication.

Key Responsibilities:

• Maintain and update client records on our proprietary back-office system (CURO).


• Utilize various 3rd party software and websites to manage client records meticulously for compliance purposes.


• Assist financial advisers by using cashflow software.


• Arrange and manage diary appointments efficiently.


• Liaise effectively with product providers, accurately documenting discussions.


• Gather valuations and relevant documentation to prepare review packs.


• Process new business applications for clients, ensuring a seamless onboarding experience.


• Handle general administrative tasks such as scanning, copying, and filing.


• Provide exceptional client service via phone, email, and face-to-face interactions as required.

Required Skills:

• Strong administration experience.


• Proficient in Microsoft Office suite.


• Excellent numeracy and literacy skills.


• Ability to work independently with a driven and enthusiastic approach.


• Outstanding communication and presentation skills with acute attention to detail.


• Maintains a professional demeanor at all times.

Ideally, the candidate will have CRM experience, preferably within financial services.

The successful candidate will either hold, be working towards, or be willing to pursue a recognized Level 3 or Level 4 qualification accredited by the CII/PFS. Study support will be provided as needed, with a commitment to ongoing professional development to stay abreast of evolving legislation.

Benefits:

• Supportive work environment.


• Generous holiday allowance of 25 days plus bank holidays.


• Access to company-paid training courses and qualifications.


• Pension Scheme.


• 35-hour working week.


• Ongoing free mandatory and development training days.


• On-site parking facilities.


• Various annual social events.


• Annual discretionary bonus scheme, with an introductory scheme.


• Death in Service scheme.


• One-hour lunch break (1pm-2pm).

Click to apply or call Amy on�(phone number removed)