CHAPEL WEALTH MANAGEMENT LLP Salary
40 RAYNE ROAD BRAINTREE CM7 2QP ENGLAND
TIN: OC350431
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Earnings on positions in CHAPEL WEALTH MANAGEMENT LLP
CHAPEL WEALTH MANAGEMENT LLP is looking for employees for positions:
client manager
Working hours
- full-time | Part-time
Responsibility
- maintain and expand client relationships through active listening, clarification, and feedback
- accurately respond to client requests in a timely manner
- interact with clients in a positive and professional manner while building positive rapport and trust
- provide accurate information relating to clients' insurance policies
- main point of contact for office
- maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board
- assists with complex client queries, liaising with the respective financial adviser as appropriate
- help coordinate internal projects which a focused around customer satisfaction
Education
- A-Level or equivalent
Requirements
- customer service
- professional and confident in dealing with people, working with total discretion at all times
- excellent communication and organisational skills
- IT proficient
- adept at problem solving
- confident decision maker
- open to change with a creative approach to problem solving
- demonstrates a positive attitude at all times