Client Relationship 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.

• 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.

• 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.

• 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.

• 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