Client Manager/Client Advisor - Relationship Management

Job type:
on-site
Start:
ASAP
Duration:
9-12 months
From:
Huxley Banking & Financial Services
Place:
Buckinghamshire
Date:
02/09/2017
Country:
flag_no United Kingdom
project ID:
1285289

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I am currently recruiting for my client, a large UK bank, for a Client Manager/Advisor to join them on a 9-12 month initial contract.

Job Purpose

To provide clients with support and guidance through their migration journey from the Bank's existing online platforms to the new channel, Commercial Banking Online (CB Online). The successful candidate should expect regular face to face Client engagement, be confident demonstrating the capabilities of CB Online as required and engage proactively with a variety of key stakeholders both internal and external to the bank.

Core Responsibilities

  • Pro-active face to face and remote engagement with Clients regarding changes that will affect their current online banking facility
  • Taking ownership for and managing a set of migration cases, providing accurate reporting against progress
  • Validation of a Client's existing channel data to capture the correct details for the future online requirements of their Business
  • Data cleansing activities to enable a smooth transition to CB Online
  • Supporting clients and providing guidance at the relevant points throughout their migration journey.
  • Offer feedback to and share best practice with team members as required so that their individual and collective performance meets the current and future needs of the project
  • Stakeholder Management - providing detailed, timely and up to date information as required both internally and externally
  • Enter and extract data onto a central online tracker to ensure that the relevant client activities are carried out and accurately recorded within the timescales required
  • Ensure good levels of product knowledge in order to support varying Client journeys as effectively and efficiently as possible

Accountabilities

  • Experience working within a Client Relationship based role within Financial Services
  • Ideally having worked on Digital/Online project
  • Strong communication and customer service
  • Planning and organisational skills

The role will be based in Milton Keynes paying up to £300 per day. If this is of interest and you have the required skills, then please apply with your latest CV for consideration.