Client Relationship Manager

Client Relationship Manager

Manchester City Centre - office based

35,000 - 40,000 basic + bonus

Are you ready to make a significant impact in the finance industry? Our client, a leading organisation based in the City Centre of Manchester, is seeking a passionate Client Relationship Manager to join their dynamic team on a permanent basis. If you're enthusiastic about helping clients achieve their financial goals, this role is for you!

This role is working for a start up so we are looking for proactive, driven and motivated individuals who want to grow with the business.

About the Role:

As a Client Relationship Manager, you'll be the cornerstone of our client journey. Your mission? To ensure every interaction is warm, professional, and reassuring-from the very first enquiry to the later stages of the financial planning process. Here's what you can expect:

• Build Trust: Establish meaningful relationships with clients by understanding their needs and providing guidance every step of the way.
• Deliver Excellence: Coordinate with Financial Advisers and the wider team to ensure a seamless and outstanding client experience.
• Keep Clients Informed: Arrange key meetings and keep clients updated on progress, reflecting our commitment to service and professionalism.

What We're Looking For:

We value attitude over experience! You'll thrive in this role if you:

• Are process-driven and always looking for ways to improve.
• Show resilience and maintain a positive attitude in challenging situations.
• Possess strong problem-solving skills to find customer-focused solutions.
• Have excellent intuition to understand and adapt to client needs.
• Enjoy collaborating with a team to contribute to shared success.
• Are an excellent communicator, both verbally and in writing.
• Have a natural sales mindset, with the confidence to close opportunities and handle objections professionally.
• Maintain the highest levels of professionalism, acting with discretion and integrity.
• Thrive in a fast-paced environment, balancing priorities and meeting deadlines.
• Take ownership of your work, ensuring high-quality outcomes.
• Are adaptable, embracing change and responding positively to new challenges.

Your Experience:

Previous experience in a client-facing, sales, or account management role is essential. You should have a proven ability to manage multiple tasks, communicate confidently via phone and email, coordinate appointments, and deliver exceptional service. Experience in a structured, process-driven environment where accuracy and attention to detail are key will set you up for success.

What's in it for You?

Join our client's committed team and enjoy a competitive salary ranging from 35,000 to 40,000 per annum. In addition to a supportive work environment, you'll benefit from:

• Health Insurance: Comprehensive health coverage for peace of mind.
• Pension Contribution Matching: Secure your future with our generous pension scheme.
• Bonus Opportunities: Your hard work deserves to be rewarded!

Please send your cv to (url removed) or call (phone number removed)

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