Part-Time Client Relations & Mortgage Case Manager

Protex Financial Ltd; United Kingdom; On-site; GBP 14,000; Part time

Job summary

A leading financial services firm in the United Kingdom is seeking a Client Account Manager to oversee client cases from initial enquiry to completion. This par-time role (24 hours per week) involves building relationships, managing documentation, and ensuring clients receive clear and timely communication throughout their mortgage and insurance journey. Ideal candidates will demonstrate strong attention to detail and great communication skills while working in a progressive environment where your contribution truly matters.

Qualifications

• Proven ability to manage multiple cases efficiently and effectively.
• Strong client relationship management skills are essential.
• Experience in mortgage and insurance sectors is a plus.

Responsibilities

• Manage client cases from initial enquiry to completion.
• Ensure accurate and compliant documentation is submitted.
• Keep clients updated and chase third parties when necessary.

Skills

Attention to detail

Strong communication skills

Organised approach

Job description

A leading financial services firm in the United Kingdom is seeking a Client Account Manager to oversee client cases from initial enquiry to completion. This par-time role (24 hours per week) involves building relationships, managing documentation, and ensuring clients receive clear and timely communication throughout their mortgage and insurance journey. Ideal candidates will demonstrate strong attention to detail and great communication skills while working in a progressive environment where your contribution truly matters.