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Permanent

Client Account Manager (Financial services)

Rogerstone
money-bag 34000.00-34000.00 Annual
2850404091
Posted 1 week ago

Due to expansion our busy financial services client is looking to recruit for an experienced Client Portfolio Manager. Duties:Manage up to 150 client accounts and ensure all client information is up to datePrepare and submit applications for new business and monitor the progress of applicationsNew business generation from existing clientsProvide appropriate administrative support to the office, as neededSkillsMinimum of 2 year''s experience in a similar role within the financial services industryExcellent communication and interpersonal skillsStrong attention to detail and accuracyAbility to work well within a small team and under pressureGood IT skills, including proficiency in Microsoft Office applicationsBenefits:20 days holiday (plus bank holidays and Office closure over Christmas period)Free on site parkingFlexible hours ..... full job details .....

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