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- Tasks: Build and manage relationships with adviser firms while providing exceptional service.
- Company: Join a dynamic company in Edinburgh focused on client relations and customer satisfaction.
- Benefits: Enjoy a competitive salary, hybrid work options, and a comprehensive benefits package.
- Why this job: This role offers growth opportunities and a chance to make a real impact on customer experience.
- Qualifications: Experience in customer service and knowledge of financial products is preferred.
- Other info: Greenbean values diversity and promotes an inclusive workplace for all.
The predicted salary is between 29000 - 30000 £ per year.
We are currently looking for a Client Relations Manager to join our client in Edinburgh on a 6 month fixed term contract, on a salary of £30,000 – £31,000.
Within this role, you will play an integral role in building relationships with new and existing adviser firms. Managing your own portfolio of adviser partners is key and you will work with individuals from across the whole business. You will provide exceptional service making sure customers are at the heart of everything you do, ensuring the best possible outcome.
What’s in it for you:
When joining this company you will receive a comprehensive benefits package including:
- Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
- Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
- 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.
You should apply if you love:
- Provide exceptional service to each person you interact with.
- Working closely with firms to maximise customer experience.
- Being proactive in finding other ways of doing things.
- Managing and planning your own workload, while supporting a team.
- Resolving issues when they arise and taking accountability for them.
- Embracing opportunities to learn and grow.
It would be great if you have:
- Experience providing outstanding customer service.
- Knowledge of financial procedures, products, and legislation
- Time spent in a larger financial services company and realised it\’s not your calling after all.
- Ability to collaborate with confidence and a natural communication style.
- Good experience with systems and in particular Microsoft Office.
If you are interested in this role, click apply now and a member of our team will be in touch!
Greenbean is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.
Greenbean | Client Relations Manager employer: Greenbean
Contact Detail:
Greenbean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Greenbean | Client Relations Manager
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on customer service best practices. Understanding the nuances of client relations in this sector will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial services field, particularly those who have experience in client relations. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided exceptional service in previous roles. Highlighting your proactive approach to problem-solving will resonate well with the hiring team.
✨Tip Number 4
Research Greenbean's values and culture to align your responses during the interview. Showing that you understand their commitment to diversity and inclusion can set you apart as a candidate.
We think you need these skills to ace Greenbean | Client Relations Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Relations Manager position. Understand the key responsibilities and the skills required, such as providing exceptional service and managing a portfolio of adviser partners.
Tailor Your CV: Customize your CV to highlight relevant experience in customer service and any knowledge of financial procedures or products. Make sure to showcase your ability to manage workloads and resolve issues effectively.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for building relationships and providing outstanding service. Mention specific examples from your past experiences that demonstrate your proactive approach and communication skills.
Highlight Your Soft Skills: In your application, emphasize your soft skills such as collaboration, accountability, and a natural communication style. These are crucial for the role and will help you stand out as a candidate who can thrive in a team-oriented environment.
How to prepare for a job interview at Greenbean
✨Showcase Your Customer Service Skills
Make sure to highlight your experience in providing exceptional customer service. Prepare specific examples of how you've gone above and beyond for clients in the past, as this role is all about building strong relationships.
✨Demonstrate Proactivity
Be ready to discuss instances where you took the initiative to improve processes or resolve issues. This will show that you align with the company's value of being proactive in finding better ways of doing things.
✨Familiarize Yourself with Financial Products
Brush up on your knowledge of financial procedures, products, and legislation. Even if you don't have extensive experience, showing a willingness to learn and understand these areas can set you apart.
✨Prepare for Team Collaboration Questions
Since the role involves working closely with adviser firms and supporting a team, be prepared to answer questions about your collaboration style. Think of examples where you successfully worked with others to achieve a common goal.
