27 Sep 2023

CRM, Client Administration Support

Ref 36349

Our client is looking to recruit a Client Relationship Manager to support their Private Wealth team. This broad and interesting vacancy will suit a person who likes to be involved with all aspects of administration and would be ideal for someone fully qualified who wishes to move away from a client-facing role, or someone who wants the opportunity to develop their personal and professional skills.  

Key Duties:

  • Processing payments
  • Arranging and attending meetings and drafting minutes 
  • Updating the system
  • Assisting with filing
  • Assisting with the new business process 
  • Opening bank and brokerage accounts 
  • Supporting the team with billing runs and debtor management 

Ideally, you will have a minimum of 2 years' experience, be willing to study toward an appropriate professional qualification, and have good presentation and Customer service skills. 

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