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Client Relationship Manager
2 months ago
Client Relationship Manager Financial Services Membership Body
Hybrid Working Model Flexible – City of London Offices
Basic Salary Up to £45,000 dependant on experience with excellent benefits including 30 Days Holiday, Pension, PMI, Healthcare, Gym Subsidy, Income Protection, Social Activities, Training & CPD
Permanent Role, Full Time
Our client a leading, reputable and well-regarded Financial Services Membership Body is currently recruiting a seasoned holistic Client Relationship Manager to look after a portfolio of 50 to 60 financial service-based clients.
If you are an account manager, relationship manager, customer success manager, key account executive with experience working in professional services, financial services, higher education, further education, blue chip, corporate, FTSE 100, legal, insurance, investments, derivatives, equity, foreign banks, payments, fintech, venture capitalist, banking or similar we would love to hear from you.
To engage with internal and external stakeholders to support the retention, acquisition and growth objectives of the Membership team by servicing and growing a portfolio of member accounts; To deliver the Member Relations account management strategy in line with engagement and retention targets across the breadth of the organisation
To track member activity including involvement in policy, training and event engagement to keep a ‘helicopter view’ of each member’s interaction
Undertaking varied analysis on the member base to identify opportunity/risk with regards to membership growth and engagement
Support management of the member inbox in a timely manner fielding queries to the wider team where appropriate
Track and record all member engagement via CRM, championing the use of system to other stakeholders encouraging the recording of all member value
Relationship Management, Account Management, Customer Success excellent experience
An interest in financial services and the brand and product
Microsoft Office competency (Excel, Powerpoint and Outlook)
Membership Bespoke positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.
Membership Bespoke is the most experienced membership-focused recruitment firm in the UK, with 10+ years of experience delivering tailored permanent, temporary, interim, and Executive Search recruitment solutions to Trade Associations, Regulatory Bodies, Political Parties, and Professional Bodies.
