Client Relationship Manager

Client Relationship Manager required at a mortgage broker, wealth management and accountancy firm based in Taunton, TA1.

Comprehensive induction programme
Annual salary review
Annual bonus scheme up to 5%
Study support both financially and time to study during the working day (10 hours per month)
Unlimited holiday allowance (subject to business needs)
On-site gym 24/7 with showering/changing facilities
Bupa EAP
25 days company sick pay
Tea/ coffee/ fresh fruit in the kitchen

About the job

Opening and closing of the office as and when required
Sort and distribute incoming post and organise outgoing post
Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process
Communicate and work efficiently with all client enquiries, treating every client as the only client
Competently use a variety of software packages to include data entry and monitoring of the Company client database

The right candidate

Excellent administrative skills
An understanding of the wealth management industry to include standard business processes
The ability to communicate confidently, clearly and effectively at all levels - face to face, on the telephone and via email
A high level of professionalism to deliver client service excellence

If you are interested in this role, please apply online or contact Pertemps Bridgwater office and speak to Sophie Meads

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