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Client Relationship Manager - Mattioli Woods

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About

Applications for this role are now closed.

3rd September 2020

Mattioli Woods are one of the UK's leading providers of Wealth management and employer benefit services advising over 10,000 clients with assets under management, administration and advice of £9.3 Billion.

The Newmarket branch are currently seeking a Customer Relationship Manager to join their team

The Wealth Management team at Mattioli Woods are recruiting for a Client Relationship Manager to join our Newmarket office on a full time, permanent basis.  

A BIT MORE ABOUT THE ROLE

As a Client Relationship Manager, you will be the primary office-based contact in managing and administering a portfolio of clients, dealing with a wide range of investments and all aspects of client affairs, within agreed procedures and regulations.

The role is fundamental to the success of Mattioli Woods and the right candidate will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

RESPONSIBILITIES WILL INCLUDE:

The successful candidate will be responsible in helping clients with their financial aims and ambitions. They will also support consultants in executing pension schemes and investments.

Other responsibilities may include, but are not limited to:

• Develop and maintain good working relations with internal and external contacts.

• Planning, organising and prioritising workload has been completed within agreed service standards.

• Regularly improving knowledge and gaining a comprehensive understanding of employee benefits and associated legislation.

• Proactively supporting colleagues, clients and financial advisers in a prompt and efficient manner.

Hours of work

34.5 Hours Per Week

Monday – Thursday (9.00 to 5.00) and Friday (9.00 to 4.30)

To apply for this role please email your CV and covering letter to recruitment@mattioliwoods.com

Closing Date

The closing date for this job offer is on 25/09/2020

Salary

Dependent upon experience

Location

This job is located in Fordham, Newmarket, Cambs

More Information

More Info

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