Client Relationship Manager

Client Relationship Manager

Reports to: Operations Manager

Role Purpose

Provide high-quality administrative and client support to Financial Advisers, ensuring a smooth and professional client experience.

Key Responsibilities

Client Support

• Act as first point of contact for clients (phone, email, in person)
• Manage adviser diaries and coordinate meetings
• Handle client queries and maintain strong relationships
• Track and follow up on actions from client meetings

New Business Processing

• Prepare meeting packs and onboarding documents
• Submit and manage applications accurately and on time
• Liaise with clients to obtain required information
• Process trades, fund switches, and policy updates

Client Reviews

• Schedule and support review meetings
• Prepare valuation and review reports
• Maintain compliant and up-to-date client records
• Ensure follow-ups and agreed actions are completed

Administration & Systems

• Maintain CRM records and upload file notes
• Handle general admin tasks and documentation
• Process requests (e.g. surrenders, claims)
• Support team coverage and escalate risks when needed

Requirements

Essential

• Strong Microsoft Office skills
• Professional, discreet, and detail-oriented

Desirable

• Experience in financial services administration
• Familiarity with CRM systems

Skills

• Clear communication (written and verbal)
• Strong organisation and prioritisation
• Team collaboration (remote and in-person)
• Tech-savvy with ability to learn systems quickly

Who we are

We are a specialist recruitment firm focused on the wealth management and private banking sector, partnering with leading firms to place high-quality talent. We take a consultative approach, matching candidates and clients based on skills, culture, and long-term career goals.

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