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Client Relationship Officer

Ad number 3057979, visitors 861
Placed: 25/11/17
Region: Gloucestershire
Location: Tewkesbury
Category: Jobs


Content of the advertisement:

Please note the working hours for this role are as followed:
13:00-17:00 Monday-Friday

Headturner Search are delighted to be exclusively representing a highly Innovative company with an inspirational management team, there are excellent progression opportunities available and a clear succession plan

The key focus of the role is to be the first point of contact to clients providing concise and consistent information, both face to face and over the phone
Helping to build a network of introducers and clients internally and having the opportunity to get out and about at events, advertising clearly and confidently what the company offers.
You would need to be confident character and have a passion to engage with clients

Responsibilities:
Booking appointments for clients with relevant managers within the Client Services team.
Identifying opportunities for attracting new clients.
Conducting face to face client interviews
Record comprehensive details applications, prepare storyboards and refer applications to the relevant Business Development Manager or the relevant team at Head Office.
Any other duties as required

Administrative duties:
Maintaining and updating the bespoke business system for recording client data.
Initiating correspondence to clients by email or in writing.
Following up client enquiries by telephone
Maintaining accurate documentation /files relating to client records

Knowledge and skills:
Microsoft office skills: Word, Excel and PowerPoint
Customer facing experience.
Excellent written and verbal communication.
Financial awareness

Key competencies:
Planning and organising
Decision making and judgement
Taking responsibility
Performance standards
Customer Focus
Job Knowledge
Teamwork/Collaboration
Communication/Interpersonal skills
Personal qualities

This is a really unique opportunity for someone with a drive for customer centricity and would suit someone that really enjoys variety within their role. This is an outstanding local business with a really exceptional team

Benefits: Pro-Rata

Price / Salary: £18000 - £20000/annum Pro-Rata


Keywords: Accounting - Financial - Insurance

Contact details:

Headturner Search


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Client Relationship Officer


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