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Join our team at Golden Sands set in the beautiful town of Rhyl with a gorgeous beach setting and lots of Haven fun.Quebec Road, Mablethorpe, Lincs LN12 1QJ GBR.Come andjoin our One Great Team here at Haven as a Fast Food Shift Leader!.Who doesn’t love a good takeaway? .At Haven, we’ve brought some ...
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Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
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across HR, payroll & finance, premises, IT and school governance. By alleviating operational and administrative burdens, we ensure the school runs efficiently, freeing up time and leaving staff to focus on teaching the children.Job DetailsAbout...
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SelectStaff RecruitmentHigh Wycombe
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial...
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Client Relations Manager
Buckinghamshire | Permanent | £30,000/year | www.cv-library.co.uk |
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
ROLE:
• New business submission and tracking to conclusion.
• Day to day client management, processing queries.
• Processing investment trades, fund switches, and contribution/income requests.
• Liaising with clients, product providers, and other relevant third parties.
• Ensure the back office systems (intelligent Office and Volume) are kept up to date.
• Issue letters of authority, chase for policy information, build schedules, and add existing policies to the system.
• Processing Advisor income.
• Supporting the Advisors in research and analysis.
REQUIREMENTS:
• Good team working and liaison skills to deal effectively with tasks.
• An understanding of FCA regulations and guidelines relating to financial services clients would be beneficial.
• Good communication skills (written and verbal).
• Ability to prioritise and organise own workload.
• Ability to work under pressure and to deadlines.
• IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial.
25 days holiday per annum
Health Cash Plan
Group Personal Pension
Group Life Assurance
Monday to Friday 9:00am – 5:00pm
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
ROLE:
• New business submission and tracking to conclusion.
• Day to day client management, processing queries.
• Processing investment trades, fund switches, and contribution/income requests.
• Liaising with clients, product providers, and other relevant third parties.
• Ensure the back office systems (intelligent Office and Volume) are kept up to date.
• Issue letters of authority, chase for policy information, build schedules, and add existing policies to the system.
• Processing Advisor income.
• Supporting the Advisors in research and analysis.
REQUIREMENTS:
• Good team working and liaison skills to deal effectively with tasks.
• An understanding of FCA regulations and guidelines relating to financial services clients would be beneficial.
• Good communication skills (written and verbal).
• Ability to prioritise and organise own workload.
• Ability to work under pressure and to deadlines.
• IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial.
25 days holiday per annum
Health Cash Plan
Group Personal Pension
Group Life Assurance
Monday to Friday 9:00am – 5:00pm
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