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Client Relationship Manager - 295100475

Taunton

Client Relationship Administrator - Leading Financial Services Firm - 24,000.00 - 26,250.00
 
Are you ready to embark on a rewarding career journey with a prominent Financial Services firm, recognised for its commitment to excellence?

Join a dynamic team in Taunton as a Client Relationship Administrator, where you will play a pivotal role in delivering exceptional client service.
 
Key Purpose:
As a Client Relationship Administrator, you will be the first point of contact for clients, embodying the company values and ensuring a seamless experience. Your responsibilities include maintaining a high level of professionalism, efficiently managing client inquiries, and providing crucial administrative support to our mortgage advisory team.
 
Key Objectives:

- Communicate and work efficiently with all client inquiries, ensuring a personalised and exceptional experience.
- Proactively manage day-to-day tasks, including transacting cases, supporting advisers, and liaising with external parties.
- Adhere to FCA-approved standards, ensuring compliance and data protection guidelines.
- Utilise various software packages for data entry and database monitoring.
- Work under pressure, prioritise tasks and deliver exceptional service to meet client expectations.
- Provide efficient administrative support to advisers through effective communication.
- Collaborate with the Head of Client Relations to implement office procedures effectively.
- Handle incoming and outgoing post, order supplies, and assist in office management tasks.
- Demonstrate flexibility, approachability, and initiative under pressure.

 
Key Benefits:

- Comprehensive induction programme.
- Annual salary review.
- Annual bonus scheme.
- Study support (financially and during working hours).
- 30 days holiday allowance per year (subject to business needs).
- Additional 2 days leave for Christmas shutdown.
- Access to an on-site commercial gym.
- Day off for your birthday.
- BUPA Employee Assistance Program.
- Opportunity to contribute to the company Foundation and Community Green Initiative.
- Inclusive culture and engaging company events.
- Pension and sick pay.

 
Requirements:

- Personal motivation, strong communication, organisational skills, and the ability to manage your workload effectively.
- Experience in dealing with customers and clients at all levels.
- Willingness to undertake exams for continuous personal development in the Financial Services industry.
- Proactive, tenacious, and able to always show initiative.
- Ability to work closely with team members and the management team.

 
 
Have you got what it takes? Join our award-winning client in delivering excellence and building lasting client relationships.
Apply now to be a part of the vibrant and supportive team!
 
For full details please contact Ellis Mears at the Gloucester Pertemps Office

Salary: £25000 - £26000 per annum

Hours Per Week: Full-Time

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