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For Companies At a Glance
- Tasks: Manage client accounts, produce illustrations, and process business tasks daily.
- Company: Join a growing financial services team dedicated to client success.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Be part of a dynamic team making a real impact in clients' financial journeys.
- Qualifications: No specific experience required; just a passion for finance and helping others.
- Other info: Great opportunity for growth and learning in the financial sector.
The predicted salary is between 28800 - 43200 £ per year.
Due to continued growth within our business we have an exciting opportunity to join our Financial Services team as a Client Manager. The role will involve:
- Producing illustrations
- Obtaining valuations
- Client review tasks, daily, monthly & annual
- Fund switch processing
- New business processing
- Existing business maintenance
- Policy issue processing
- Admin support to Financial Advisors and Directors
Locations
Contact Detail:
CRS Consultants Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and services we offer at StudySmarter. Understanding our offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees in similar roles. They can provide valuable insights into the day-to-day responsibilities of a Client Manager and share tips on how to excel in the position, which can give you an edge in the application process.
✨Tip Number 3
Prepare to discuss your experience with client management and processing tasks. Be ready to share specific examples of how you've successfully handled similar responsibilities in the past, as this will showcase your suitability for the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services sector. This knowledge will not only help you in interviews but also show that you're proactive and committed to staying informed in a rapidly changing industry.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in client management. Emphasise skills such as producing illustrations, valuations, and processing tasks that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experiences have prepared you for tasks like fund switch processing and admin support to Financial Advisors.
Showcase Your Skills: In your application, clearly demonstrate your organisational skills and attention to detail, as these are crucial for managing daily, monthly, and annual client review tasks effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which is essential for a Client Manager role.
How to prepare for a job interview at CRS Consultants Limited
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially the specific tasks mentioned in the job description. Understanding illustrations, valuations, and fund switches will show that you're prepared and serious about the role.
✨Demonstrate Your Organisational Skills
As a Client Manager, you'll be juggling multiple tasks like client reviews and processing. Be ready to share examples from your past experiences where you've successfully managed similar responsibilities, showcasing your ability to stay organised under pressure.
✨Prepare Questions for the Interviewers
Interviews are a two-way street! Prepare insightful questions about the team dynamics, company culture, and expectations for the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be prepared to discuss how you've effectively communicated with clients and colleagues in the past. Use specific examples to illustrate your ability to convey complex information clearly and concisely.
