Role Overview
* The Client Relations Manager plays a pivotal role in delivering high-quality customer service and driving operational efficiency.
* Leading a team to achieve exceptional performance, while ensuring compliance with industry standards and legislation.
* Managing complex customer accounts with a proactive, customer-centric approach that balances policy requirements with individual needs.
* Collaborating with customers, financial advisors, and internal stakeholders to achieve mutually beneficial outcomes.
Key Responsibilities
* Developing and implementing effective account management strategies to resolve customer issues efficiently.
* Maintaining strong relationships with customers through proactive communication and issue resolution.
* Staying up-to-date with relevant industry knowledge, including legislation, regulations, and best practices.
* Providing expert guidance to the teams on CRM systems and customer data management.