Client Manager
| Dyddiad hysbysebu: | 11 Mehefin 2025 |
|---|---|
| Cyflog: | £26,000 bob blwyddyn |
| Gwybodaeth ychwanegol am y cyflog: | depending on experience |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 11 Gorffennaf 2025 |
| Lleoliad: | Northwich |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | CRS Consultants Limited |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Due to continued growth within our business we have an exciting opportunity to join our Financial Services team as a Client Manager.
The role will involve:
Producing illustrations
Obtaining valuations
Client review tasks, daily, monthly & annual
Fund switch processing
New business processing
Existing business maintenance
Policy issue processing
Admin support to Financial Advisors and Directors
Processing incoming and outgoing post
Answering incoming calls
Welcome clients & occasionally accompanying appointments
Essential Functions:
·Ensure all paperwork is completed in a timely manner.
·Maintain financial records and files in organised detail.
·Provide administrative support to clients and financial advisors.
Other duties as assigned by department manager.
Competencies:
Excellent oral and written communication Skills.
Ability to work independently and as a team member.
Ability to work under pressure and meet deadlines.
Additional pay:
Bonus scheme
Benefits:
Free parking
Company Pension Scheme
Group Death in Service Scheme
Group Critical Illness Scheme
Group Private Medical Insurance
Work Location:
In person, Monday - Friday - No weekends
The role will involve:
Producing illustrations
Obtaining valuations
Client review tasks, daily, monthly & annual
Fund switch processing
New business processing
Existing business maintenance
Policy issue processing
Admin support to Financial Advisors and Directors
Processing incoming and outgoing post
Answering incoming calls
Welcome clients & occasionally accompanying appointments
Essential Functions:
·Ensure all paperwork is completed in a timely manner.
·Maintain financial records and files in organised detail.
·Provide administrative support to clients and financial advisors.
Other duties as assigned by department manager.
Competencies:
Excellent oral and written communication Skills.
Ability to work independently and as a team member.
Ability to work under pressure and meet deadlines.
Additional pay:
Bonus scheme
Benefits:
Free parking
Company Pension Scheme
Group Death in Service Scheme
Group Critical Illness Scheme
Group Private Medical Insurance
Work Location:
In person, Monday - Friday - No weekends