Client Manager

Recruiter
Atherton & Associates Wealth Management Ltd
Location
Nantwich, UK
Salary
Competitive
Posted
17 Aug 2019
Closes
25 Aug 2019
Ref
1222714135
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
To Apply: Please send in your CV along with a covering letter explaining why you believe you are suited to this role. Please ensure your CV highlights exact GCSE results. Generic covering letters will automatically be rejected. Please note, only successful applicants will be contacted.

A fantastic opportunity has arisen for a unique and loyal individual to join our leading Chartered Financial Advisory Firm in two locations - Cheshire and Manchester. We are looking for a focused and professional individual to join our team within a well-recognised Financial Services Practice to work along side a team of dedicated advisers. This applicant must be open to working in both office locations.

Our clients mean everything to us here at Atherton & Associates Wealth Management Ltd and we are dedicated to delivering the highest level of service to all clients. We are looking for someone to adopt our culture and wow our clients with their positive, professional nature.

As the Client Manager Role is vital throughout the practice, it is critical that we deliver excellent client service all year round therefore this individual must have a positive attitude ensuring the best outcome. The Client Managers are primarily responsible for delivering high quality administrative support to our financial advisers to ensure that we can provide great service and advice to wow every client.

The Role: The main duties of this role include but are not limited to:
  • Effectively managing workload and advisers - communication is key
  • Multi-tasking and prioritising tasks with a superb follow through
  • Adviser's diary management and activity control
  • Preparing and organising literature prior to client meetings
  • Managing a portfolio of clients
  • Relationship building with clients and delivering excellent client service always over the phone and in person
  • Hosting responsibilities at internal client events
  • Handling complex data
  • Taking pride and ownership of situations and ensuring the best outcome
  • Processing new business submissions and other administrative tasks

The ideal candidate would have these following attributes:
  • Exceptional interpersonal and communication skills with a professional phone manner and must have the ability to build rapport and empower our clients in person and over the phone
  • Excellent methodical and organisational skills ensuring efficiency
  • Analytical Skills
  • Confident in dealing with third parties and other large organisations
  • Ability to work within time frames in a fast pace environment
  • Confident and consistent with level of work
  • Focused on achieving the best outcome
  • Reliable and takes ownership of tasks
  • Attentive with a high attention to detail
  • Ability to build rapport and continuity of relationship
  • Computer literacy
  • Team player with the ability to work independently
  • Eager to work above & beyond
  • Committed to working hours and different locations

This position will require the candidate to have the following:
  • English B+
  • Maths C+
  • BTEC's are welcomed

At Atherton & Associates Wealth Management Ltd, we believe in rewarding our team for their hard work, therefore we offer a competitive salary linked to performance. We offer a Death in Service of 4 x your Basic Annual Salary as well as matching pension contributions of up to 10% of your basic salary. We also offer 25 days holiday, plus an extra day off on your birthday anniversary as well as our own company bank holiday. You will be provided with full training and support within a friendly and welcoming environment both in office and on online courses.Our company encourages a professional and innovative environment where employees collaborate to reach their potential whilst delivering an excellent level of service to our clients.

To Apply: Please send in your CV along with a covering letter explaining why you believe you are suited to this role. Please ensure your CV highlights exact GCSE results. Generic covering letters will automatically be rejected.

Please note, only successful applicants will be contacted.

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