Assistant Client Manager
T
Thrive by Chorni Ltd
📍 Sale, Greater Manchester, United Kingdom
Job Description
Assistant Client Manager - Financial Services
Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include :
* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
* Liaising with provider companies to obtain policy information as appropriate.
* Liaising with Clients to provide updates, as requested.
* Processing Client Letter of Authority (LOA).
* Updating Client file with up-to-date policy information
* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
* Preparing ...
Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include :
* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
* Liaising with provider companies to obtain policy information as appropriate.
* Liaising with Clients to provide updates, as requested.
* Processing Client Letter of Authority (LOA).
* Updating Client file with up-to-date policy information
* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
* Preparing ...