C

Client Relationship Manager

icon building Company : Confidential
icon briefcase Job Type : Full Time

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Job Description - Client Relationship Manager

Client Success Manager
  • Location: Bournemouth
  • Job Type: Full-time
  • Department: Client Services
  • Salary: £25,000 to £28,000

As a Client Success Manager, you will ensure that our clients' onboarding and operational experiences are seamless, structured, and strategically sound.

Day-to-day of the role:
  • Act as the primary point of contact for clients during the onboarding and initial operational phase.
  • Manage a portfolio of clients, guiding them through the onboarding process including entity formation, legal structuring, and KYC/AML documentation.
  • Coordinate due diligence requirements, liaise with banks and payment providers, and track status updates.
  • Serve as a knowledge bridge for clients on topics such as UBO declarations, U.S. entity formation, tax residency, and policy documentation.
  • Proactively manage timelines, resolve blockers, and ensure all client milestones are achieved on time.
  • Collaborate with internal departments (Technology, Design, Operations) to deliver a unified client experience.
  • Provide strategic guidance to clients launching in new markets and adapting to regulatory environments.
  • Maintain detailed client records, meeting notes, and communication logs.
Required Skills & Qualifications:
  • Highly organised and able to manage multiple complex client workflows simultaneously.
  • Excellent interpersonal and written communication skills.
  • A proactive problem-solver with a client-first mindset.
  • Confidence in their ability to show brilliance when provided an environment to do so.
Nice to Have:
  • Experience in a client-facing role (Client Success, Account Management, or Consulting).
  • Experience working with high-growth startups or in international expansion.
  • Familiarity with KYC, AML, and international tax advisory workflows.
  • Strong understanding of global corporate structures, compliance, and onboarding processes.
  • Tech-savvy, with proficiency in CRM tools and project management software.
Benefits:
  • Competitive compensation and benefits package.
  • Flexible working environment.
  • A culture of trust, transparency, and mutual respect.

If you are interested then please do apply with your CV or call into the Bournemouth Office

Original job Client Relationship Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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