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Permanent

Assistant Client Manager

City
money-bag 29000.00-29000.00 Annual
Posted 2 days ago

Permanent Job Assistant Client Manager Manchester City Centre £29,000 to £34,000 dependant on experience. Monday to Friday 36.25 hours across a flexible working environment. Office based for 40% of the month, 60% WFH (full time office based for first 3 months)Are you passionate about customer service? Are you great at relationship building? Are you process driven?This is a great opportunity to join a financial planning and investment company whose whole ethos centres around ethical and sustainable investing. They are passionate about what they do and how they support their customers and wider communities. They have a clear Corporate Social Responsibility and want someone who is aligned with these values to join them.This role is designed for someone who is passionate about customer services and enjoys following a clear process.You will be working alongside the Client Manager to be the first point of contact with clients via the phone, email, letter and face to face. You must have the ability to build relationships easily and manage a busy workload. The role is very process driven so you will be someone who enjoys a process, is methodical and enjoys creating accurate documents and keeping all parties concerned updated. You will be helping to create and implement a bespoke financial strategy for your clients.This is a regulated industry so attention to detail and accuracy is so important and the ability to own your own workload and work across multiple clients is essential.You ..... full job details .....

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