Client Manager Financial Services
Due to continued growth within our business we have an exciting opportunity to join our Financial Services team as a Client Manager.
The role will involve:
- Producing illustrations
- Obtaining valuations
- Client review tasks, daily, monthly & annual
- Fund switch processing
- New business processing
- Existing business maintenance
- Policy issue processing
- Admin support to Financial Advisors and Directors
- Processing incoming and outgoing post
- Answering incoming calls
- Welcome clients & occasionally accompanying appointments
Hours – 9am to 5pm Monday to Friday in our office.
To apply, please call us on 01606 48521, drop your CV into the office or email [email protected]
We look forward to hearing from you.
Website: https://crs-consultants.com/
Email: [email protected]
CRS Consultants Limited are Authorised and Regulated by the Financial Conduct Authority (474097).