We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team. This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours.
As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships.
Your Responsibilities
* Contact existing clients to discuss our services and proposition.
* Book review appointments for our advisers.
* Build and maintain positive client relationships.
* Complete general administration and client record updates.
* Support the team with day-to-day office tasks.
* Deliver a professional and friendly experience on every client interaction.
What We're Looking For
* Excellent communication and telephone skills.
* Friendly, professional and confident manner.
* Strong organisational skills and attention to detail.
* Comfortable using Microsoft Office and CRM systems.
* Previous customer service or administration experience is desirable but not essential.
* A positive attitude and willingness to learn.
What We Offer
* Flexible part-time hours (10 hours per week initially).
* Opportunity to increase hours as the business grows.
* Full training and ongoing support.
* A chance to build a career within one of South Wales' growing financial planning firms.
* Friendly, supportive and ambitious team environment.
If you're passionate about providing exceptional customer service and enjoy speaking with people, we'd love to hear from you