As an Associate Client Relationship Manager (ACRM), you will be the first point of contact for our Financial Advisers and clients, you will be working within a high performing team of CRM’s building and maintaining close relationships with both advisers and clients. You will work with a smaller pool of advisers initially with the view that you would work towards more to become a CRM.

You will be the key contact within TPO to support Advisers to the highest level of excellence, maintaining an awareness of client activity and ongoing cases in order to ensure a seamless end to end process for our clients. You will own the client relationship from the very start to the end of their journey with TPO and be responsible for supporting them with all correspondence, questions and concerns.

Responsibilities

• To be the key contact for Financial Advisers.
• To be the first point of contact for clients and ensure all questions and queries are responded t...