Our client is looking for a Client Relationship Manager to join their team based in Liverpool. Working alongside Advisers, Paraplanners and Client Service Administrators, this role will support the management of client portfolios. You will be liaising with policy and platform providers, processing new business applications and tracking them through to completion. This position is vital in maintaining the relationship between Client & Adviser.
Specific Activities Include:
• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, including gathering relevant documentation and reports.
• Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.
• Handling the submission and processing of new business applications for all types of financial products.
• Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.
• Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.
• Maintaining and updating the firm’s back-office systems with client details, transactions, and investment updates.
• Ensuring the integrity and security of client data.
• Regularly communicating with clients to update them on the status of their applications or portfolios.
• Ensuring that client review meetings have been organised and scheduled and follow-ups and actions are completed.
• Building and maintaining relationships with product providers, platforms, and insurers.
• Coordinating with solicitors, accountants, and other third-party professionals on behalf of clients, where necessary.
Experience:
• Previous IFA or Financial Services experience
• Good knowledge of financial products, services and liaising with financial Providers
• Experience of new business processing, submitting proposals to tracking them to completion
• Good knowledge of compliance and regulatory procedures, document handling and data security
• Client relationship management
• Confidently use a back-office/CRM system
• Team leadership or mentorship exposure
• Experience in managing a client portfolio
• Problem solving and workflow optimisation
If you would like to apply for this new role then please submit a copy of your CV to Sam at Artemis Recruitment.