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9 Relationship Jobs


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Customer Relationship Manager
An experienced Customer Relationship Manager is sought to join this independent Facilities Management company based in London. They are now seeking a degree qualified Customer Relationship Manager to achieve operational superiority and deliver client satisfaction. You will be responsible for managing the supervisors and teams on site, ensuring KPIs are met and service delivery exceeds expectations. Title: Customer Relationship Manager Location: London Salary: GBP20k - GBP21k per annum The Customer Relationship Manager will be responsible for the following: - Developing c... ## Type : Permanent ## Location : London, United Kingdom

Tue, 21 Oct 2014 00:00:00 GMT



Client Relationship Manager x 2
Client Relationship Manager x 2 Client Relationship Manager Requirements Information Services are recruiting for 2 Client Relationship Managers; 1 x full time and 1 x part time in order to fulfil a crucial role within the department. The Cli ...

Sun, 19 Oct 2014 22:00:00 GMT



Demand Relationship Manager Job
Demand Relationship Manager Working within our On Trade team (supplying Restaurants, Bars & Clubs), you will be the main point of contact between our Contact Centre and Planning teams, co-ordinating and communicating forecasting activity, production constraints and capacities which will influence demand and operational assumptions. What skills and qualifications will I need? - Educated to Degree level - Proven track record in a Planning/Forecasting or Sales function within a manufacturing environment - Excellent analytical skills and ability to work with high levels of data - Abili... ## Type : Permanent ## Location : Edinburgh - Midlothian, Scotland, United Kingdom

Fri, 17 Oct 2014 00:00:00 GMT



Customer Relationship Specialist
Customer Relationship Specialist A Customer Relationship Specialist is required for a 5 month contract based in Cardiff, for a large financial services client. Purpose of the Role Deliver effective, efficient and compliant telephone-based customer service, working collaboratively with contact centre colleagues in order to maximise customer satisfaction and overall contact centre performance. Knowledge and Skills required Excellent communication skills Ability to drive service excellence Ability to innovate for the future Able to make informed decisions Able to manage change ef... ## Type : Contract ## Location : Wales, United Kingdom

Fri, 17 Oct 2014 00:00:00 GMT



Client Relationship Manager
Client Relationship Manager, Leicester, Up to ?27,000 Job Purpose The Client Relationship Manager plays a pivotal role in the maintenance and management of client accounts within team CJC. This is a highly administrative function, where attention to process is crucial, as is the ability to engender positive relationships with clients that are built on trust. Person Profile A ?systematic? worker, who respects process and has a forward thinking approach to account management, the ideal Client Relationship Manager is proficient in prioritising tasks, managing workloads and remaining calm under pressure. Pre-meeting Preparation Prepare all pre-meeting requirements ahead of meeting, to include: ? Corporate/personal fact finds; ? Up to date and accurate portfolio report to include all existing policies, values, ?on risk?, etc. ? Money laundering documentation if required; ? IDD and client agreements; ? Fund switch on line authority if required; ? Summary of ?objective of the meeting? plus ongoing issues; ? Proposed agenda Post-meeting Task Management & Administration Progress all meeting action points and facilitate account administration to include: ? Agree actions points with adviser; ? Update last review date on system and ensure advisor updates next review date; ? Draft report, add attachments and confirm with adviser (immediately post meeting); ? Finalise report, obtain adviser sign off; ? Ensure all application forms are completed and signed; ? Complete new business recommendation summary; ? Obtain compliance pre-approval where required; ? Submit new business via Dynamic Planner ? Upload all compliance documents to Dynamic Planner ? Enter all action requirements immediately onto task management. ? Send post meeting report to client, complete with appropriate documentation. ? Ensure all fund switches are effected immediately post meeting or on receipt of client signature. ? Where ?reasons why? letter has been issued, follow up with phone call or client meeting. Ongoing Administration ? Ensure systems are kept up to date with general planning notes and correct documentation and client data. ? Keep financial question status updated, in conjunction with adviser. ? Maintain diary, tracker, outlook, tasks and KPIs, regularly, frequently and accurately. ? Obtain quotations as required. ? Process new business application forms as appropriate. ? Prepare letters to providers with appropriate enclosures. Relationship Management ? Attend office based assigned client meetings with adviser. ? Keep abreast of client complaints - ensure line manager and adviser are informed as they arise. ? Maintain regular schedule of client reviews in accordance with client review process document. ? Ensure client is aware of compliance issues with regard to postal reports. ? Visit clients as necessary to obtain information and/or signatures or to deliver correspondence. ? Proactively manage the client relationship - call to offer help, advice, and guidance, as appropriate. If you are interested in this role please contact Jack Lawlor on 07961788007 or E: Jack.Lawlor@Idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 16 Sep 2014 15:08:23 GMT



Senior Trust Relationship Manager - Hong Kong , Hong Kong
Added 08 Sep 2014 by AP Executive

Sun, 07 Sep 2014 22:00:00 GMT



Client Relationship Manager
Client Relationship Manager, Leicester, Up to ?27,000 Job Purpose The Client Relationship Manager plays a pivotal role in the maintenance and management of client accounts within team CJC. This is a highly administrative function, where attention to process is crucial, as is the ability to engender positive relationships with clients that are built on trust. Person Profile A ?systematic? worker, who respects process and has a forward thinking approach to account management, the ideal Client Relationship Manager is proficient in prioritising tasks, managing workloads and remaining calm under pressure. Pre-meeting Preparation Prepare all pre-meeting requirements ahead of meeting, to include: ? Corporate/personal fact finds; ? Up to date and accurate portfolio report to include all existing policies, values, ?on risk?, etc. ? Money laundering documentation if required; ? IDD and client agreements; ? Fund switch on line authority if required; ? Summary of ?objective of the meeting? plus ongoing issues; ? Proposed agenda Post-meeting Task Management & Administration Progress all meeting action points and facilitate account administration to include: ? Agree actions points with adviser; ? Update last review date on system and ensure advisor updates next review date; ? Draft report, add attachments and confirm with adviser (immediately post meeting); ? Finalise report, obtain adviser sign off; ? Ensure all application forms are completed and signed; ? Complete new business recommendation summary; ? Obtain compliance pre-approval where required; ? Submit new business via Dynamic Planner ? Upload all compliance documents to Dynamic Planner ? Enter all action requirements immediately onto task management. ? Send post meeting report to client, complete with appropriate documentation. ? Ensure all fund switches are effected immediately post meeting or on receipt of client signature. ? Where ?reasons why? letter has been issued, follow up with phone call or client meeting. Ongoing Administration ? Ensure systems are kept up to date with general planning notes and correct documentation and client data. ? Keep financial question status updated, in conjunction with adviser. ? Maintain diary, tracker, outlook, tasks and KPIs, regularly, frequently and accurately. ? Obtain quotations as required. ? Process new business application forms as appropriate. ? Prepare letters to providers with appropriate enclosures. Relationship Management ? Attend office based assigned client meetings with adviser. ? Keep abreast of client complaints - ensure line manager and adviser are informed as they arise. ? Maintain regular schedule of client reviews in accordance with client review process document. ? Ensure client is aware of compliance issues with regard to postal reports. ? Visit clients as necessary to obtain information and/or signatures or to deliver correspondence. ? Proactively manage the client relationship - call to offer help, advice, and guidance, as appropriate. If you are interested in this role please contact Jack Lawlor on 07961788007 or E: Jack.Lawlor@Idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 19 Aug 2014 15:13:10 GMT



Senior Trust Relationship Manager - Hong Kong , Hong Kong
Added 07 Aug 2014 by AP Executive

Wed, 06 Aug 2014 22:00:00 GMT



Client Relationship Manager
Client Relationship Manager, Leicester, Up to ?27,000 Job Purpose The Client Relationship Manager plays a pivotal role in the maintenance and management of client accounts within team CJC. This is a highly administrative function, where attention to process is crucial, as is the ability to engender positive relationships with clients that are built on trust. Person Profile A ?systematic? worker, who respects process and has a forward thinking approach to account management, the ideal Client Relationship Manager is proficient in prioritising tasks, managing workloads and remaining calm under pressure. Pre-meeting Preparation Prepare all pre-meeting requirements ahead of meeting, to include: ? Corporate/personal fact finds; ? Up to date and accurate portfolio report to include all existing policies, values, ?on risk?, etc. ? Money laundering documentation if required; ? IDD and client agreements; ? Fund switch on line authority if required; ? Summary of ?objective of the meeting? plus ongoing issues; ? Proposed agenda Post-meeting Task Management & Administration Progress all meeting action points and facilitate account administration to include: ? Agree actions points with adviser; ? Update last review date on system and ensure advisor updates next review date; ? Draft report, add attachments and confirm with adviser (immediately post meeting); ? Finalise report, obtain adviser sign off; ? Ensure all application forms are completed and signed; ? Complete new business recommendation summary; ? Obtain compliance pre-approval where required; ? Submit new business via Dynamic Planner ? Upload all compliance documents to Dynamic Planner ? Enter all action requirements immediately onto task management. ? Send post meeting report to client, complete with appropriate documentation. ? Ensure all fund switches are effected immediately post meeting or on receipt of client signature. ? Where ?reasons why? letter has been issued, follow up with phone call or client meeting. Ongoing Administration ? Ensure systems are kept up to date with general planning notes and correct documentation and client data. ? Keep financial question status updated, in conjunction with adviser. ? Maintain diary, tracker, outlook, tasks and KPIs, regularly, frequently and accurately. ? Obtain quotations as required. ? Process new business application forms as appropriate. ? Prepare letters to providers with appropriate enclosures. Relationship Management ? Attend office based assigned client meetings with adviser. ? Keep abreast of client complaints - ensure line manager and adviser are informed as they arise. ? Maintain regular schedule of client reviews in accordance with client review process document. ? Ensure client is aware of compliance issues with regard to postal reports. ? Visit clients as necessary to obtain information and/or signatures or to deliver correspondence. ? Proactively manage the client relationship - call to offer help, advice, and guidance, as appropriate. If you are interested in this role please contact Jack Lawlor on 07961788007 or E: Jack.Lawlor@Idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Mon, 21 Jul 2014 14:15:47 GMT