We are currently looking for a Client Relations Manager to join our client in Edinburgh on a 6 month fixed term contract, on a salary of £29,000-£30,000.
Within this role, you will play an integral role in building relationships with new and existing adviser firms.
Managing your own portfolio of adviser partners is key and you will work with individuals from across the whole business.
You will provide exceptional service making sure customers are at the heart of everything you do, ensuring the best possible outcome.
What's in it for you:
When joining this company you will receive a comprehensive benefits package including:
Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
You should apply if you love:
Provide exceptional service to each person you interact with.
Working closely with firms to maximise customer experience.
Being proactive in finding other ways of doing things.
Managing and planning your own workload, while supporting a team.
Resolving issues when they arise and taking accountability for them.
Embracing opportunities to learn and grow.
It would be great if you have:
Experience providing outstanding customer service.
Knowledge of financial procedures, products, and legislation Time spent in a larger financial services company and realised it's not your calling after all.
Ability to collaborate with confidence and a natural communication style.
Good experience with systems and in particular Microsoft Office.
If you are interested in this role, click apply now and a member of our team will be in touch!
Greenbean is an equal opportunities employer committed to promoting a diverse and inclusive workplace.
We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic.
Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all.
We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.