At a Glance
- Tasks: Manage client portfolios and ensure their needs are met through effective communication.
- Company: North Oak Recruitment, a leader in wealth management with a focus on client satisfaction.
- Benefits: Group Pension, promotion opportunities, and a supportive work environment.
- Other info: Great potential for career advancement in a thriving industry.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 4-5 years of experience in financial services and strong customer service skills.
The predicted salary is between 40000 - 50000 £ per year.
North Oak Recruitment is looking for a Senior Client Relationship Manager (Senior Financial Services Administrator) based in Leicester. You will manage a portfolio of clients, working closely with consultants to ensure their needs are met, and attend meetings to take notes.
The role requires a minimum of 4-5 years of relevant experience, excellent customer service skills, and the ability to handle client affairs efficiently. Attractive benefits include a Group Pension and opportunities for promotion.
Senior Client Relationship Manager – Wealth Management employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
