At a Glance
- Tasks: Be the go-to person for Financial Advisers and clients, ensuring seamless communication.
- Company: Join a dynamic team at a leading financial services firm.
- Benefits: Enjoy a competitive salary, bonus scheme, private healthcare, and generous holiday allowance.
- Other info: Great opportunities for professional development and career progression.
- Why this job: Kickstart your career in client relations and make a real difference for clients and advisers.
- Qualifications: Strong people skills and experience in a customer-focused role are essential.
The predicted salary is between 30000 - 40000 £ per year.
As an Associate Client Relationship Manager (ACRM), you will be the first point of contact for our Financial Advisers and clients, working within a high performing team of CRMs to build and maintain close relationships with both advisers and clients. You will initially work with a smaller pool of advisers with the view to expanding your responsibilities to become a CRM.
You will be the key contact within TPO to support Advisers to the highest level of excellence, maintaining an awareness of client activity and ongoing cases to ensure a seamless end-to-end process for our clients. You will own the client relationship from the very start to the end of their journey with TPO and be responsible for supporting them with all correspondence, questions, and concerns.
Responsibilities:- Be the key contact for Financial Advisers.
- Be the first point of contact for clients and ensure all questions and queries are responded to as soon as possible.
- Act as the “go to person” for Advisers for day-to-day client/case specific queries including work priorities within your team of CRMs.
- Provide excellent telephone-based service to our clients and Financial Advisers.
- Responsible for the client onboarding journey, including obtaining About You/KYC information and ensuring all paperwork and ID information has been received.
- Ownership of the Curo record, ensuring its accuracy and maintenance including when a client requests a change of personal information.
- Responsible for pre and post review planning, including contacting the client to arrange a meeting and/or requesting updated information and documentation in advance.
- Own the post meeting outcomes, including creating a task for advice where applicable or completing the review and communicating to the client.
- Responsible for daily collaboration with the CRM team and maintain an awareness of all Adviser needs, including where holiday or sickness cover is required.
- Company discretionary bonus scheme.
- Full time hours (35 per week) Monday to Friday 9.00am to 5.00pm – 1 hour for lunch.
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period.
- Private Healthcare*; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing programme; Bike to Work Scheme; Full support with professional qualifications; *after qualifying period.
- Ability to work under pressure and multi-task on a day-to-day basis.
- Excellent people skills.
- Experience as a Senior CDA or Team Leader.
- Working to deadlines and meeting high targets.
- Confident in managing relationships with both advisers and your team.
- Ability to delegate and manage workflow within your team of CRMs.
- Excellent communication skills.
- Building strong and effective working relationships with Advisers, Clients, and the wider business.
Associate Client Relationship Manager in Leeds employer: The Private Office LLP
At TPO, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work environment for our Associate Client Relationship Managers. With a strong focus on employee growth, we provide comprehensive training and professional qualification support, alongside a generous benefits package that includes private healthcare and a discretionary bonus scheme. Our collaborative culture fosters meaningful relationships with both clients and advisers, ensuring that every team member plays a vital role in delivering excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Client Relationship Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. This can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by practising common questions related to client relationship management. Think about how you would handle specific scenarios with advisers and clients, as this will show your problem-solving skills.
✨Tip Number 3
Show off your people skills! During interviews, share examples of how you've built strong relationships in the past. This is key for the ACRM role, so make sure to highlight your communication and teamwork abilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at TPO.
We think you need these skills to ace Associate Client Relationship Manager in Leeds
Some tips for your application 🫡
Show Your People Skills:As an ACRM, you'll be all about building relationships. Make sure your application highlights your excellent people skills and any experience you have in managing client relationships. We want to see how you connect with others!
Tailor Your Application:Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific responsibilities and skills mentioned in the job description. We love seeing candidates who take the time to align their experience with what we’re looking for.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and skills. Remember, less is often more!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Plus, you’ll find all the info you need about the role right there!
How to prepare for a job interview at The Private Office LLP
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Associate Client Relationship Manager. Familiarise yourself with the key tasks like client onboarding, managing adviser relationships, and maintaining accurate records. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to discuss your experience in managing client interactions. Think of specific examples where you've successfully handled queries or resolved issues. Highlighting your excellent communication skills will set you apart from other candidates.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle real-life situations, such as dealing with a difficult client or prioritising multiple tasks. Practise your responses to these scenarios, focusing on your problem-solving abilities and how you maintain a high level of service under pressure.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the team dynamics, company culture, or the tools used for client management. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
