Client Relationship Manager
صاحب العمل نشط
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
شارك هذه الوظيفة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
الوصف الوظيفي
- Develop and manage daytoday client relationships ensuring their financial needs and goals are understood and met.
- Facilitate the onboarding of new clients and ensure smooth transitions.
- Attend annual review meetings with financial advisers and lead quarterly checkins with clients.
- Provide exceptional service exceeding client expectations and delivering meaningful value.
- Address client inquiries with clarity and professionalism.
- Act as a liaison between clients and financial advisers ensuring effective communication.
- Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
- Continuously seek ways to enhance client experiences and improve service delivery.
Qualifications :
- 48 years of experience in client relationship management.
- Commitment to acting in the best interests of clients at all times.
- Proven ability to develop and maintain client relationships.
- Strong communication skills with the ability to simplify complex financial concepts.
- Teamoriented mindset and ability to thrive in a collaborative environment.
- Selfmotivated and highly organized with a growth mindset and positive attitude.
- Curiosity or experience in finance and personal wellbeing is a plus.
Additional Information :
Why Join Our Client
This is a chance to be part of an organization focused on creating positive change for clients society and the financial services industry. Its an ideal fit for professionals seeking a progressive challenging and rewarding longterm career with opportunities for growth and impact.
Application Process
- Submit your application.
- Participate in an initial 30minute interview with HR.
- Complete Innermetrix and workrelated assessments.
- Attend a 12 hour interview with the team leader and team members.
- Conclude with a 30minute culture fit interview with a senior leader.
If this opportunity aligns with your career aspirations and youre ready to make a difference please apply today.
Please note: This nonadvisory position would typically suit young capable and experienced Western / UK / EU / AU / NZ /US /ZA client services professionals. This position is NOT for someone from the accounting / auditing or financial management profession. This is not client facing service or advisory role. Please only apply if you have the required experience.
Remote Work :
No
Employment Type :
Fulltime
نوع التوظيف
دوام كامل
