Join the Trulife Financial Team

We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team. This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours.

As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships.

Your Responsibilities

* Contact existing clients to discuss our services and proposition.

* Book review appointments for our advisers.

* Build and maintain positive client relationships.

* Complete general administration and client record updates.

* Support the team with day-to-day office tasks.

* Deliver a professional and friendly experience on every client interaction.

What We're Looking For

* Excellent communication and telephone skills.

* Friendly, professional and confident manner.

* Strong organisational skills and attention to detail.

* Comfortable using Microsoft Office and CRM systems.

* Previous customer service or administration experience is desirable but not essential.

* A positive attitude and willingness to learn.

What We Offer

* Flexible part-time hours (10 hours per week initially).

* Opportunity to increase hours as the business grows.

* Full training and ongoing support.

* A chance to build a career within one of South Wales' growing financial planning firms.

* Friendly, supportive and ambitious team environment.

If you're passionate about providing exceptional customer service and enjoy speaking with people, we'd love to hear from you

Find your next opportunity

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Find your next opportunity

271 Mechanical Design Manager Jobs in Banbridge, County Down