Customer Relationship Manager Glasgow, Jobs, Glasgow, 2248
This vacancy is no longer advertised

Customer Relationship Manager - Glasgow - Glasgow

circa £20,000 - £25,000 per annum (DOE) - Financial Services and Banking
Ref: 2248 Date Posted: Monday 11 Sep 2017


Position:  Client Relationship Advisor (Financial Services)

Salary:  Circa £20,000 - £25,000 per annum (DOE) plus excellent benefits

Location:  Glasgow

HR Consultancy are working with a leading Glasgow based client, to recruit for a Client Relationship Advisor / Manager to work with a friendly, successful and hardworking team of specialists.

This is a fantastic opportunity to join a growing company, who not only offer a great salary, but also a first-class benefits package.

Specialising in Employee Benefits, you will be providing support to the Consultants as well as managing a portfolio of clients, dealing with each case ‘from cradle to grave’.

You will come from a financial services / IFA based background and be willing to learn, you must have great organisational skills and a sense of humour is a must!  Your responsibilities will include:

  • Supporting the team in line with compliant service delivery
  • Day to day running of existing and new client schemes
  • Liaising with clients, company contacts and third parties
  • Managing and maintaining accurate databases of client information
  • Administering auto enrolment schemes for existing clients
  • Dealing with queries from clients, advisers, colleagues and product providers
  • Ensuring work is correctly prioritised
  • Ensuring client records are update to date
  • Dealing effectively with all types if communication – email, telephone, letter etc.


You must be proactive and enthusiastic, with a driven approach and a real thirst to learn.  You wild work well under pressure, and adopt an organised approach.

A proven track record from within Financial Services is essential for this role.

If you wish to apply for this position please forward your CV to Jackie MacGregor via email at or apply online.


HR Consultancy acts as both an employment business and an employment agency.