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£50,000 - £60,000 (1)




Relationship Manager
My client is a global Manufacturing company who are seeking an experienced IS/IT Relationship Manager to help coordinate their IT/IS end-to-end service portfolio and to coordinate & communicate across groups to drive operational excellence into the service. The Relationship Manager will be accountable for the services provided and building the relationship to their customers and partners. The key responsibilities for the Relationship Manager is to be the client advocate within IT/IS, understanding the business goals and corporate IT/IS strategy, to act as the IT/IS liaison, manage and coo... ## Type : Permanent ## Location : Rickmansworth - Hertfordshire, South East, United Kingdom

Thu, 18 Sep 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



Demand Relationship Manager Job
Salary: Competitive Salary & Benefits We have a great new role for a Grocery Demand Relationship Manager to work within our Supply Chain function. Based in our Edinburgh head quarters you will own the Grocery forecast to ensure maximum availability of all SKUs within the category whilst minimising over-stocks What skills and qualifications will I need? - Forecasting experience, ideally in an FMCG environment - Highly analytical, using a variety of data sources - Strong communication skills - Ability to work as part of a team - Understanding of SAP, BW and APO DP functionality ... ## Type : Permanent ## Location : Edinburgh - Midlothian, Scotland, United Kingdom

Mon, 15 Sep 2014 00:00:00 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



Employee Benefits Client Relationship Manager
Employee Benefits Client Relationship Manager Salary circa ?65,000 West Midlands My client is a leading consultancy based in the West Midlands, currently recruiting for a Client Relationship Manager to provide consultancy services and advice to employers on employee benefit plans. The role will involve developing existing corporate accounts and to maintain high levels of client care and client satisfaction, responsibility for strategic client management in the provision of employee benefit services to allocated clients. This is a FCA controlled function ?CF30? role. The CRM is required to work in accordance with the firm?s internal procedures and in accordance with FCA and other regulation. Responsibilities: ? Coach and assist in the development of Client Account Managers and Client Support staff, including carrying out reviews and maintaining supervision of Client Support staff; ? Set and monitor client budgets, ensure invoices are issued and paid; ? Strategic client account management including: o Regular contact with clients by telephone, email and letter o Attending meetings o Arranging for the issue of reports covering technical matters and advice ? all subject to peer review o Peer review of work prepared by others in the team; ? Assisting in acquiring new business; ? Identify opportunities with existing clients for account development; ? Analyse information and recommend appropriate solutions; ? Attend and host beauty parades; ? Provide clients with information on relevant new and existing products and services ? Assist clients to make informed decision; ? In conjunction with the PAL, agree specifications of services, deadline and remuneration with clients; ? Be responsible for delivery of agreed services in accordance with agreed time schedules and budget with each allocated client; ? Be responsible for ensuring invoices are issued, monitoring WIP and income receipts; ? Maintain records in accordance with internal guidelines and procedures; ? Make presentations to groups of employees, to clients? senior management or for marketing purposes ? internal and external; ? Delegate tasks to other members of the allocated client team and check on progress; Experience/Qualifications: ? Relevant employee benefits experience is essential. Must be qualified to CII Diploma level or PMI equivalent and ideally will have obtained Chartered status. ? Will previously have held a CF30 role. ? High quality, professional service delivered to clients within agreed timescales and budgets ? Effective client account management; maintaining strong client relationships; ensuring receipt of income stream ? Identifying and securing opportunities for account development and new business ? Working as a member of the team to achieve set income and profit targets for the EB team as a whole 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.

Thu, 05 Jun 2014 10:06:29 GMT