Client Relationship Case Owner

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Client Relationship Case Owner

Salary: GBP15,500 - GBP21,000 depending on experience + benefits (Annual bonus, 28 days holiday + bank holiday, Onsite gym + pension + flex benefits)

Location: Wilmslow

Our client is the largest mutual life, pensions and investment company in the UK, with Group funds under management of GBP100 billion. Group businesses provide around 9.1 million policies and employ 3,253 people.

They have an exciting Permanent opportunity for a Client Relationship Case Owner to join the New Business department in Wilmslow.

Initially, you will be keying applications sent in by Financial Advisors and requesting funds from schemes, ensuring that everything has been set up correctly and requested in a timely manner.

You will also invest funds for clients correctly, and start to build up relationships with Advisors as you help them with their enquiries and add funds or increase contributions to existing plans.

As you become more experienced you will manage your own case load of work for consultants and their advisors, taking ownership for client's plans and building relationships with internal stakeholders whilst you deliver outstanding customer service.

You will also have the opportunity to study for CII qualifications alongside your workload, assist on company projects and get involved with data capture as part of continuous improvement. You can also help raise funds for a charity of your choice, or for a charity the company actively promotes.

Responsibilities:

• Build and strengthen independent partnerships with both Sales Consultants and Financial Advisors.
• Effective management of portfolio of cases.
• Providing a high level of Customer Service.
• Setting up and keying new customer applications
• Adapt and support sales partnerships with specialist knowledge, outstanding service and tailored communication.

We are looking for someone who;

• Has excellent communication skills both written and verbal
• Is pro-active, use your initiative in improving customer experience.
• Possesses a can do attitude and volunteer for new challenges.
• Can be adaptable, legislations change each year so we do to!

Previous experience in a customer service and administrative support role would be ideal but not necessary, as we will train and build up your skills and knowledge of our customers, products, company and work ethics.

Apply now.

For any further queries regarding the role, please contact.