Client Manager
| Posting date: | 11 June 2025 |
|---|---|
| Salary: | £26,000 per year |
| Additional salary information: | depending on experience |
| Hours: | Full time |
| Closing date: | 11 July 2025 |
| Location: | Northwich |
| Remote working: | On-site only |
| Company: | CRS Consultants Limited |
| Job type: | Permanent |
| Job reference: |
Summary
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