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For Companies At a Glance
- Tasks: Manage client accounts, produce illustrations, and process business tasks daily.
- Company: Join a rapidly growing financial services company with a strong reputation.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Be part of a dynamic team that values growth and client relationships.
- Qualifications: No specific experience required; enthusiasm and willingness to learn are key.
- Other info: Opportunity for career advancement in a thriving industry.
The predicted salary is between 28800 - 48000 £ 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
Client Manager employer: CRS Consultants Limited
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.
✨Tip Number 2
Network with current employees or professionals in the financial services sector. This can provide you with insider knowledge about the role and the company culture, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience with client management and how you've successfully handled similar tasks in the past. Be ready to share specific examples that demonstrate your skills in producing illustrations and processing business.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services industry. Showing that you are knowledgeable about current events can set you apart from other candidates during the interview.
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 like producing illustrations, valuations, and processing tasks that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your background makes you a perfect fit. Mention specific experiences related to client reviews and administrative support that demonstrate your capability.
Highlight Relevant Skills: In your application, clearly outline skills such as attention to detail, organisational abilities, and proficiency in processing new and existing business. These are crucial for the Client Manager role.
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 in financial services.
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, highlighting your organisational skills.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask during the interview. This could include inquiries about the team dynamics, the tools they use for processing, or how success is measured in the role. It shows your interest and helps you gauge 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.
