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- Tasks: Join our team as a Client Manager, handling client reviews and financial documentation.
- Company: We're a growing Financial Services firm based in Northwich, dedicated to client success.
- Benefits: Enjoy free parking, a company pension, and private medical insurance.
- Why this job: Be part of a supportive team, gain valuable experience, and make a real impact.
- Qualifications: Strong communication skills and the ability to work under pressure are essential.
- Other info: Work in-person, Monday to Friday, with no weekend shifts!
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
- Processing incoming and outgoing post
- Answering incoming calls
- Welcome clients & occasionally accompanying appointments
Essential Functions:
- Ensure all paperwork is completed in a timely manner.
- Maintain financial records and files in organised detail.
- Provide administrative support to clients and financial advisors.
- Other duties as assigned by department manager.
Competencies:
- Excellent oral and written communication skills.
- Ability to work independently and as a team member.
- Ability to work under pressure and meet deadlines.
Additional pay: Bonus scheme
Benefits:
- Free parking
- Company Pension Scheme
- Group Death in Service Scheme
- Group Critical Illness Scheme
- Group Private Medical Insurance
Work Location: In person, Monday - Friday - No weekends
Client Manager in Northwich employer: CRS Consultants Limited
Contact Detail:
CRS Consultants Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Northwich
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and services we offer at StudySmarter. This knowledge will help you engage in meaningful conversations 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 and expectations of a Client Manager, which can help you tailor your approach when discussing your fit for the position.
✨Tip Number 3
Prepare to showcase your organisational skills and ability to manage multiple tasks effectively. Think of examples from your past experiences where you successfully handled administrative duties under pressure, as this is crucial for the role.
✨Tip Number 4
Demonstrate your communication skills by being clear and concise in all interactions with us. Whether it's during a phone call or an in-person meeting, showing that you can communicate effectively will set you apart as a strong candidate for the Client Manager position.
We think you need these skills to ace Client Manager in Northwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Client Manager role. Focus on your communication skills, ability to work under pressure, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific examples of how your past experiences have prepared you for the tasks listed in the job description, such as producing illustrations or providing admin support.
Highlight Relevant Competencies: In your application, emphasise your excellent oral and written communication skills, as well as your ability to work both independently and as part of a team. These competencies are crucial for the Client Manager role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for maintaining financial records and files.
How to prepare for a job interview at CRS Consultants Limited
✨Showcase Your Communication Skills
As a Client Manager, excellent oral and written communication skills are essential. Be prepared to demonstrate your ability to communicate clearly and effectively during the interview. Consider sharing examples of how you've successfully communicated with clients or team members in the past.
✨Highlight Your Organisational Skills
The role requires maintaining financial records and files in an organised manner. During the interview, discuss your methods for staying organised and managing multiple tasks. You might want to mention any tools or systems you use to keep track of your work.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle pressure and meet deadlines. Think of specific scenarios where you successfully managed tight deadlines or challenging situations, and be ready to explain your thought process and actions taken.
✨Demonstrate Teamwork and Independence
This position requires both independent work and collaboration with others. Be ready to discuss experiences where you thrived as part of a team, as well as instances where you took initiative and worked independently to achieve results.
