Client Manager

Solutions Recruitment
Newcastle Upon Tyne
03 Mar 2019
29 Mar 2019
Contract Type
Full Time
My client is an award winning financial specialist and they are looking for Client Manager's to work within their prestigious offices in Newburn.

The role will include: -

* Managing client relations by proactively contacting clients.

* Encouraging the use of the client site and explaining other products within the business.

* Answering inbound enquiries from clients which will include general queries about their investments and technical support of the client site.

* Arrange meetings with financial adviser where necessary.

* Take verbal instruction from a client to transfer funds into business portfolios.

This position is working within a elite team who will be dealing with high value clients from the beginning of their relationship and on a regular ongoing basis. Candidates must have strong conversation and organisation skills as well as being confident, professional and able to work under pressure.

The ideal candidate will have experience working in another regulated industry.

This role will be working 40 hours per week Monday to Friday between 8am to 8pm

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