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Jobs & Careers magazine | September 20, 2017

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Job Opportunity Client Relationship Manager Aberdeen

Mattioli Woods PLC

Job titleClient Relationship Manager
Reporting toAndy Eason
Based atAberdeen

 

Job purpose
 

To provide support to your clients, line manager and the Employee Benefit Consultants, through timely and efficiently dealing of incoming and outgoing post, new business processing, day to day running of Employee Benefit schemes, client reviews, client meeting preparation, filing and maintaining records electronically.

 

 

 

 

Key accountabilities and responsibilities
 

  • Support your line manager in compliant service delivery.
  • Continually develop your professional learning
  • Day to day running of existing and new EB clients schemes liaising with clients and company contacts as required
  • Ensuring all business complies with company and Regulator requirements
  • Maintaining accurate databases of client information
  • Administering auto enrolment schemes for existing corporate clients
  • Proactively deals effectively with queries from clients, advisers, colleagues and product providers.
  • To ensure that work is correctly prioritised and that agreed deadlines are met.
  • Ensure client records are accurate and kept up to date as per the company procedures.
  • Ensure all dealings with colleagues and clients are carried out in a professional and courteous manner.
  • Maintain all standards of performance as required by the company.
  • Deals effectively with providers using any relevant means of communication, such as email, letter, fax or phone regarding new and existing business transactions.
  • Maintain a strong working relationship with all employers that you work alongside to become a key contact point.

 

 

 

 

 

Personal specification including core competencies
·       Proactive, enthusiastic and driven approach

·       Adopt a positive, supportive attitude

·       Work well under pressure maintaining attention to detail.

·       Adopt an organised approach with the ability to prioritise work.

·       Clear concise communication skills at all levels.

·       Possess numeracy, literacy and basic IT skills.

 

 

Experience and qualifications
 

Ideally previous Financial Services experience required in particular on the Employee Benefits side.

 

Any CII exams achieved or working towards any exams a benefit.

 

 

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