Job Title: Client Relationship Manager (CRM)

Location: St Asaph Office
Salary: £25,000

CRS are currently seeking an experienced Client Relationship Manager (CRM) to join a UK wide company for their Client Services Team based in their St. Asaph office.

As part of our dynamic team, the successful candidate will have the opportunity for long-term career progression in an environment that values professionalism and dedication.

Key Responsibilities:

* Maintain and update client records on our proprietary back-office system (CURO).

* Utilize various 3rd party software and websites to manage client records meticulously for compliance purposes.

* Assist financial advisers by using cashflow software.

* Arrange and manage diary appointments efficiently.

* Liaise effectively with product providers, accurately documenting discussions.

* Gather valuations and relevant documentation to prepare review packs.

* Process new business applications for clients, ensuring a seamless onboarding experience.

* Handle general administrative tasks such as scanning, copying, and filing.

* Provide exceptional client service via phone, email, and face-to-face interactions as required.

Required Skills:

* Strong administration experience.

* Proficient in Microsoft Office suite.

* Excellent numeracy and literacy skills.

* Ability to work independently with a driven and enthusiastic approach.

* Outstanding communication and presentation skills with acute attention to detail.

* Maintains a professional demeanor at all times.

Ideally, the candidate will have CRM experience, preferably within financial services.

The successful candidate will either hold, be working towards, or be willing to pursue a recognized Level 3 or Level 4 qualification accredited by the CII/PFS. Study support will be provided as needed, with a commitment to ongoing professional development to stay abreast of evolving legislation.

Benefits:

* Supportive work environment.

* Generous holiday allowance of 25 days plus bank holidays.

* Access to company-paid training courses and qualifications.

* Pension Scheme.

* 35-hour working week.

* Ongoing free mandatory and development training days.

* On-site parking facilities.

* Various annual social events.

* Annual discretionary bonus scheme, with an introductory scheme.

* Death in Service scheme.

* One-hour lunch break (1pm-2pm).

Click to apply or call Amy on (phone number removed)