Client Relations Manager

  • Location:

    South West England, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Start date:

    10/01/2020 15:26:10

Client Relations Manager with a well established Wealth Management company based in the South West.

Competitive basic salary with excellent benefits

Your duties will include

* To manage and prioritise the Client Relations team workload, using the activity system
* To develop and train the above team to ensure that they are effective and meeting business objectives
* To ensure the team is using technology effectively and working to defined priorities
* To actively undertake resource management to include recruitment and induction of new staff
* To work closely with the Technical Support Manager so that integrated work practices are consistent across offices and provide high levels of customer service
* To work with the Technical Support Manager to develop new procedures and practices to improve efficiency and meet business objectives
* To support the Directors/IFAs in building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process
* To assist with campaign activity and management, and other ad-hoc projects

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.