Customer Relationship Manager

Finance | Leeds | Permanent | £ 30000 - £ 45000  | ADR Customer

Customer Relationship Manager / £45,000 / Leeds / Permanent

My client, a Financial Services business in Leeds, is recruiting a Customer Relationship Manager. Based in the centre of Leeds, you will be working in an FCA regulated environment. You will be working in a business that offers an excellent working environment.

Customer Relationship Manager duties:

  • Developing excellent customer relationships
  • Supporting and representing client’s needs
  • Support the production and delivery of trustee and portfolio updates.
  • Ensure client requests are handled in a timely and efficient manner.
  • Liaise with investment and operations colleagues, the compliance, legal and tax departments and outsourced providers as appropriate.
  • Ensure that the service provided to clients is in line with customer agreements and internal procedures.
  • Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management
  • Assist with the production of internal management information

Customer Relationship Manager requirements:

  • Strong investment management and product knowledge.
  • Strong analytical skills
  • Technical competence and knowledge of pension schemes
  • Demonstrates client first thinking and approach

For immediate consideration please send your CV to or call Adam on 0161 359 8054

Apply for this Position:

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