Client Account Manager

Recruit UK ,
Bristol, Bristol
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Job Title: Client Account Manager Industry: Financial Services Location: Bristol Salary: up to £35,000 Reference Number: 14587 Job Description: Recruit UK are working on an excellent opportunity for a Client Account Manager in Bristol to join a Wealth Management firm. This is a firm that has over c £14 billion of assets under management or influence. The firm has attained its size, strength and reputation by leveraging the benefits of having a large secure parent company while focusing on individual client service. As a Client Manageryou will be based in their Bristol office and join the Wealth Planning team on a permanent basis. This new role will sit at the centre of key developments in the service offering and will help shape the evolution of how they engage with clients, both existing and new. Responsibilities include Day to day you will be responsible for developing client relationships As a strong communicator you will successfully engage clients in line with targets and ongoing service standards. You will champion new services, from contributing to process innovation and improvement through to client set-up and ultimate delivery of streamlined advice. With respect to process innovation you will be able to demonstrate idea origination through to delivery via project management and collaboration with key stakeholders To assist reporting to the wider business you will keep accurate client files and maintain and develop management information relating to client engagement and service delivery via our back-office system What’s in it for you: 25 days holiday Bank holiday PMI, DIS, GIP Career progression Discretionary bonus Skills and experience required: Level 4 diploma in financial planning A self-starter Entrepreneurial Highly organised Good in a flat structure Eager to make things happen About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Wealth Management firm based in Bristol on a Client Account Manager Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you

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