It has been an exceptionally busy year for us at Expert Wealth Management, and we’re enjoying every second of it.
We’re growing quickly, and are now on the hunt for the perfect Client Relationship Manager.
We pride ourselves on providing the best quality financial planning services to our clients. As one of two client relationship managers, you will provide vital support to the directors, and will be the first point of contact for clients and outsourced service providers.
Key responsibilities will include managing all stages of clients’ financial planning journey, nurturing relationships, managing workflows, and liaising with financial planners. You will also prepare client correspondence and review documentation, maintaining client data, and reviewing & developing processes where appropriate.
A full job description is available below!
If you think that you’d be ideal for this position, and want to make a difference in an established and successful organisation, get in touch! Send your CV to sarabarratt@yahoo.co.uk.
Full Job Advert & Job Description:
Click here:Ā Job Advert – Client Relationship Manager – Expert Wealth Management
Click here:Ā Job Description – Client Relationship Manager – Expert Wealth Management
