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Client Relationship Manager

Invest in your future, join our team

Your Role

Team: Central Services

Salary: £23,000 - £25,000 per year

Reeves Independent are an award winning, FT Top 100 Advice Firm who deliver outstanding customer care within the areas of pension advice, retirement planning and investment services. Our growth is based on our straight forward approach to financial advice and our focus on the service we provide to each individual we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organisation will provide you with environment to thrive in. We offer competitive salaries, personalised training programmes, study support and endless development opportunities to our people.

Our Client Relationship Team are at the centre of the service we provide to our clients. The team is involved in every area of the business and really drive our advice process. If you are looking for a customer focussed role where you can really progress within Financial Services, this role is perfect.

The Role & Responsibilities:

  • To be the key point of contact for our New Client Advice Team, assisting them in providing client advice, workflow management and diary management.

  • To be the main point of contact for our clients and managing their experience within Reeves Independent.

  • To ensure the client is kept up to date on their case.

  • To collect and analyse data to ensure maximum performance and establish performance gaps within the New Client Advice process.

  • To coordinate the support process in a timely manner to ensure documentation for client calls is present and correct.

What We’re Looking For:

  • Experience of working in a client relationship focused, targeted environment.

  • Good working knowledge of Microsoft Office applications and experience using a CRM system.

  • Excellent attention to detail and able to work quickly and accurately.

  • Excellent organisational and communication skills.

  • A-Level qualifications or equivalent.

What We Offer:

  • Competitive Salaries.

  • Enhanced Leave Package.

  • Personalised Development Plans.

  • Study Support.

  • Structured Training.

  • Funding for Learning.

  • Mentoring and Coaching Opportunities.

  • Paid Social Events.

  • Cycle to Work Scheme.

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