Associate Client Relationship Manager
As an Associate Client Relationship Manager (ACRM), you will be the first point of contact for our Financial Advisers and clients, you will be working within a high performing team of CRM’s.
As an Associate Client Relationship Manager (ACRM), you will be the first point of contact for our Financial Advisers and clients, you will be working within a high performing team of CRM’s building and maintaining close relationships with both advisers and clients. You will work with a smaller pool of advisers initially with the view that you would work towards more to become a CRM.
You will be the key contact within TPO to support Advisers to the highest level of excellence, maintaining an awareness of client activity and ongoing cases in order to ensure a seamless end to end process for our clients. You will own the client relationship from the very start to the end of their journey with TPO and be responsible for supporting them with all correspondence, questions and concerns.
Responsibilities
- To be the key contact for Financial Advisers.
- To be the first point of contact for clients and ensure all questions and queries are responded to as soon possible.
- Being the “go to person” for Advisers for day to day client/case specific queries including work priorities within your team of CRMs.
- Provide excellent telephone-based service to our clients and Financial Advisers.
- Responsible for the client onboarding journey, including obtaining About You/KYC information and ensuring all paperwork and ID information has been received.
- Ownership of the Curo record, ensuring it’s accuracy and maintenance including when a client requests a change of personal information.
- Responsible for pre and post review planning, including contacting the client to arrange a meeting and/or requesting updated information and documentation in advance.
- Owns the post meeting outcomes, including creating a task for advice where applicable or completing the review and communicating to the client.
- Responsible for daily collaboration with CRM team and maintains an awareness of all Adviser needs, including where holiday or sickness cover is required.
Benefits
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
*after qualifying period
Knowledge, Skills and Experience
- Ability to work under pressure and multi-task on a day-to-day basis
- Excellent people skills
- Experience as a Senior CDA or Team Leader
- Working to deadlines and meeting high targets
- Confident in managing relationships with both advisers and your team
- Ability to delegate and workflow mange within your team of CRMs
- Excellent communication skills
- Building strong and effective working relationships with Advisers, Clients and the wider business
- Department
- Client Delivery
- Locations
- Leeds
- Remote status
- Hybrid
Leeds
Workplace & culture
At TPO, we are passionate about people and want to ensure our colleagues are excited about the integral part they play in our business. We believe in personal and long-term relationships with our colleagues and therefore attach great importance to getting to know you, your skills, your goals and aspirations. Being a part of the TPO family, means working in a supportive and fun team environment where you will be challenged and empowered to reach your full potential.
TPO is committed to continually making diversity, inclusion and equality the heartbeat of our culture.
Already working at The Private Office?
Let’s recruit together and find your next colleague.