Client Relationship Manager

IDEX Consulting Ltd
11 Jan 2019
23 Jan 2019
Contract Type
Full Time
We have an exciting opportunity for a Client Relationship Manager to join one of the UK’s leading independent experts on cash-based savings on a 12-month fixed term contract basis. This position is based in their offices in Bath.

My client is one of the UK’s leading independent experts on cash-based savings. Their team of Researchers review the savings market daily and we are proud to have created one of the largest databases of savings account information in the UK, monitoring over 5,500 savings accounts and 18,000 individual interest rates.

In your role as Client Relationship Manager, you will be responsible for:

* Maintaining a robust diary system of reminders to ensure all customers receive a quarterly review of products
* Completing client reviews, liaising directly with the consumer/clients and updating them, ensuring their interests are met, providing comparison summaries/tables
* Managing cash administration, recommendation applications, invoicing and chasing fees
* Reporting in to group on relevant monthly statistics
* Implement and maintain processes to provide accurate service
* Use of Salesforce to maintain data
* Maintaining up to date knowledge of all major providers' ID and KYC requirements
* Overseeing day to day duties of 1 other team member
* Ability to meet deadlines and escalate issues is key
* Processing of paper applications

To be successful you will need:

* Financial services or accounts experience is desirable
* Knowledge of cash savings products on an either personal or professional basis is an advantage, though full training will be given
* High level of accuracy and attention to detail
* Effective organisational skills
* Good IT skills, with experience of using MS Outlook, Word and Excel
* To have the ability to record data accurately
* Excellent verbal and written communication skills, including an ability to effectively deal with telephone and email enquiries
* Ability to work co-operatively with others to meet tight deadlines

If successful, you will benefit from:

* Competitive salary
* Company pension scheme
* Group income protection
* Life assurance
* Employee assistance programme
* Eye care scheme
* Great opportunity to gain valuable experience

This is a great opportunity to gain valuable experience with a professional practice, who have an excellent reputation for providing learning and development opportunities to their employees in a friendly and welcoming environment. If you match my client’s requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy

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