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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