Recruit UK is seeking a dynamic Relationship Manager to join an expanding support team in Intermediary Sales for a large Wealth Manager.
As a Relationship Manager, you will play a crucial role in delivering administration and technical support to a diverse client base, including IFAs, Fund Managers, Third Parties, Intermediary Clients and BDMs.
Your efforts will ensure a competent and efficient service to all our clients.
Operates a personal computer and appropriate software packages or its equivalent.
Performs a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting, accounts payable, accounts receivable, credit and/or collections.
Contacts other departments, customers and/or outside agencies to resolve problems and resolve open issues.
Hybrid working - excellent benefits - discretionary annual bonus
We are looking for a Relationship Manager to join our expanding support team in Intermediary Sales.
You will provide administration and technical support to a variety of clients, including; Business Development Directors, Independent Financial Advisers, Fund Managers, Third Parties and Intermediary Clients.
Your new companyBased in Northwich your new company is a large successful niche business who requires an experienced Senior Credit Controller to be responsible for the UK Ledger on a Standalone basis and work as part of a wider European team.
Your new role
This exciting role is a Standalone based Credit Control position reportable into the Credit Manager and will be managing the UK ledger side of the business.
Pertemps Managed Solutions has been engaged by an award-winning travel agency, with a large presence in the North of the UK, to find the latest addition to the team, a Travel Consultant!
In this role you will support clients with their holiday needs through various means such as face to face, social media, online and over the phone.
Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance.
Complete and error-free input will be essential to establishing new relationships on the right footing
The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, third party administration, accurate and timely data input, managing workflow and 3rd party provider relationship management.
You'll help with frame adjustments, repairs, and fittings.
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Additionally, you may perform some pre-screening eye examinations and administrative tasks such as scheduling appointments, supporting the phone lines from customer queries and processing payments.
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The ideal candidate will have extensive experience in financial analysis, excellent leadership skills, and the ability to collaborate effectively with cross-functional teams.