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Customer Account Manager

Lokalizacja: CARDIFF, SOUTH GLAMORGAN Wynagrodzenie: 18000.00 - 24000.00 GBP Per Annum
Sektor: Wsparcia dla biznesu Rodzaj oferty pracy: Praca stała
Rodzaj zmiany: N/A Aplikacje: 1
Zamieszczono: 10 miesięcy temu Numer referencyjny: 3151077
Reed Recruitment are delighted to be working alongside a growing financial services organisation based in Cardiff as they look to add a Relationship Manager to their team who's purpose will be to support the smooth delivery of an excellent client experience. 

The successful candidate will be expected to fulfill the following duties and responsibilities:- 

- Providing a warm and energetic first point of contact for clients and customers by phone & email. 
- Managing client service needs and expectations to a high level. 
- Liaise with clients on any administration requirements. 
- Work within stringent FCA and anti money laundering regulations. 
- Sending letters of authority out to planners and independent financial advisors. 
- Check accuracy and completeness of new business documentation. 
- Ensure all supporting documentation is maintained as per company procedures. 
- Organise client review meetings. 
- Ensure back off systems are kept up to date. 

*Please note, this is not a contact centre position. 

The successful candidate will need to demonstrate the following skills and capabilities:- 

- Very customer focused. 
- A keen attention to detail. 
- Excellent written and oral communication skills. 
- Excellent computer skills. 
- Previous experience in a similar role. 

If you feel this role is suitable for you then please apply using the link. 

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