Our Client Relationship Manager
Beth manages the admin team, takes care of maintaining the relationships with our partners and handles all the on boarding of new partners.
What does a typical day for you look like?
My day is never the same, first I usually log on and check to see if any emails need my attention.
As I have a dual role, I spend my time between helping familiarise new Partners & Advisers with the numerous services we offer and engaging with our existing clients, to ensure that we’re delivering on our service promise. Additionally, I also manage the Administration team.
Besides the numerous telephone calls, emails and Zoom calls, I regularly check in with the admin team to see if they are okay and what their work load is currently like.
I then deal with my tasks on our Client Management System, which usually include calling new partners and chasing up new enquires that need my attention.
What do you enjoy most about your job?
The people I work with and how my opinion is always valued.
How have you found working from home?
Initially, I found it quite difficult, as it took me a while to find the right balance and to separate work from home life, but now I am really starting to enjoy it.
One thing I don’t miss, is the long commute into the office!
What do you enjoy doing when you’re not working?
I like taking my dog on long muddy walks and watching the chase. I also don’t mind a gin or two!
Beth’s dog is 11 month old Cocker Spaniel, Teddy.