We are currently looking for individuals with experience providing good customer service to join our client as a Client Relations Manager.
The Role:
This position is based in Edinburgh on a fixed term contract, working 35 hours per week, core hours of 8:30 am - 5:30 pm on a rota basis, with a salary range of £29,000-£30,000.
You will play an integral role in working closely with both new and existing adviser firms. Your exceptional service will ensure customers are at the heart of everything you do. By managing your portfolio of adviser partners and working with people across the company you will be able to achieve the best result for customers and allow queries to be dealt with efficiently.
Why Join the Team?
- Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension.
- Work-Life Balance: Potential for hybrid working opportunities following training period, 25 days holiday plus bank holidays,
- Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
About you:
As the face of the company, advisors will know they can trust and rely on you to get things done, with the best interest of the client in mind. Organisation is key, as well as being able to work collaboratively and manage relationships with your advisers to result in great ideas.
This role would be perfect for you if you enjoy working in close partnership with firms to maximise customer experience, enjoy being proactive and use initiative to find better ways of doing things.
We'd love you to apply if you have:
- Experience providing customer service.
- A demonstrable understanding of financial products, legislation, and procedures.
- Confident and natural communication style and like to collaborate.
- Good experience with systems and in particular Microsoft Office.
If you are interested in this Client Relations Manager role, click 'apply now' and a member of our team will be in touch!