Client Manager

Have you worked as a Client Relationship Manager within the financial sector?

Looking for a position with exceptional career growth and unlimited prospects?

Enjoy hybrid working and being part of a supportive, forward-thinking team?

This exciting opportunity as a Client Relationship Manager places you at the heart of delivering exceptional service to a range of valued clients. You’ll oversee the successful integration of new accounts, cultivate and nurture long-term client connections, and act as the primary liaison for all client-related matters. The position offers a flexible working arrangement with time split between home and the office, with occasional travel to meet clients face-to-face.

Main Duties Include:

• Leading the onboarding process for new clients and gathering all necessary documentation.
• Developing existing client relationships to expand and strengthen your portfolio.
• Acting as the dedicated contact for all client interactions.
• Ensuring all data is correctly recorded and updated in CRM platforms.
• Managing daily client communications with a professional and solution-focused approach.
• Coordinating health and safety assessments where appropriate.

Essential Requirements:

• A minimum of three years’ experience in a similar client-facing position within the finance industry.
• Ideally holding or working towards a CII Level 4 Diploma qualification.

Preferred Attributes:

• A solid understanding of commercial practices.
• Exposure to HR or health and safety services would be beneficial but is not mandatory.
• Excellent communication and relationship-building capabilities.
• Highly organised with a meticulous approach to detail.
• Confident using CRM software and Microsoft Office tools.
• A proactive mindset with a passion for professional development.

Package & Perks:

• Base salary up to £50,000 + performance-based bonus – with realistic OTE around £80,000.
• Pension scheme and private healthcare cover included.
• 33 days of annual leave (including public holidays), plus an extra 3 days over the Christmas break.
• Extensive benefits scheme.

This is a superb chance to take your career to the next level – reach out to Jo at TN Recruits today for further details!



 
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