Role details

Client Relationship Manager

Edinburgh   •   £34,000 - £40,000   •  Permanent

Bullet points

  • City Centre
  • Urgent

About Our Client

A leading financial services firm

Job Description

  • Build strong relationships with allocated clients and act as their first point of contact for issues or incidents.

  • Collate and review client based MI. Deliver output and trends to the business and clients on a regular basis.

  • Using client data, find ways of delivering solutions to clients to allow them to be more self- sufficient

  • Work with Ops team heads to excellent execution of BAU. Work with the same group to monitor the performance of Ops teams on query resolution against SLA's

  • Assist in the delivery of service reporting to clients, through regular meetings and reviews

  • Assist clients in making the best use of systems and processes

  • Maintain and monitor MI regarding clients managed within the team including KPI performance and workbooks status

  • Responsible for overall client satisfaction measured by standard of client satisfaction recorded in surveys and service reviews

  • Responsible for assessment and prioritisation of client initiated service development requests, ensuring an appropriate mechanism is in place for the submission, tracking and management to delivery of client service requests

  • Initiate and drive service improvements on behalf of clients acting as business sponsor.

The Successful Applicant

  • Experience in the financial services/wealth management industry (preferable)

  • Excellent communication skills with both clients and other parts of the business

  • Strong client service focus

  • Strong execution skills; the ability to 'get things done'

  • Must evidence a strong collaborative approach

  • Teamwork - key to your success is the ability to work with all other areas of the business to drive change and ensure great delivery.

What's on Offer

A competitive salary and benefits

Apply for this job

Click the Apply or LinkedIn button below or contact Victoria Natillo quoting job reference 13763558
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