Client Relationship Manager

3 weeks ago


Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

Our client is looking for a Client Relationship Manager to join their team based in Liverpool. Working alongside Advisers, Paraplanners and Client Service Administrators, this role will support the management of client portfolios. You will be liaising with policy and platform providers, processing new business applications and tracking them through to completion. This position is vital in maintaining the relationship between Client & Adviser.

Specific Activities Include:

• Managing a portfolio of clients and maintaining accurate client records.

• Preparing client files for meetings, including gathering relevant documentation and reports.

• Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.

• Handling the submission and processing of new business applications for all types of financial products.

• Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.

• Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.

• Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates.

• Ensuring the integrity and security of client data.

• Regularly communicating with clients to update them on the status of their applications or portfolios.



  • Liverpool, Liverpool, United Kingdom beBee Professionals Full time £30,000 - £45,000

    beBee Professionals in Liverpool is seeking a Client Relationship Manager to join our team. In this role, you will be responsible for managing and maintaining relationships with existing clients, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Manage and maintain relationships with existing...


  • Liverpool, Liverpool, United Kingdom St Giles Group Full time

    Client Relationship ManagerDue to continued growth, St Giles Group is looking for a skilled Client Relationship Manager to join our Liverpool team. In this vital role, you will be responsible for building and maintaining strong relationships with clients to deliver exceptional service and drive business growth. The ideal candidate will have 3-5 years of...


  • Liverpool, Liverpool, United Kingdom beBee Professionals Full time £30,000 - £45,000

    At beBee Professionals, we are looking for a Client Relationship Manager to join our team in Liverpool, United Kingdom. The successful candidate will have a strong background in managing client relationships, driving revenue growth, and ensuring customer satisfaction.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are...


  • Liverpool, United Kingdom Mitchell Hall Consulting Full time

    Wealth Planning Practice - Client Relationship Manager roleMy client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.You'll be supporting the IFA Administrators, Financial Planners & Paraplanners,...


  • Liverpool, United Kingdom Mitchell Hall Consulting Full time

    Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners &...


  • Liverpool, United Kingdom CV-Library Full time

    Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners &...


  • Liverpool, Liverpool, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account Manager Job DescriptionWe are seeking a highly skilled and experienced Account Manager to join our team at beBee Professionals in Liverpool. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key...


  • Liverpool, United Kingdom Creative Players Full time

    At Creative Players, we’re all about embracing challenges and being there for our clients, no matter what they need. As we look ahead to 2025, we’re doubling down on what truly sets us apart—our strong relationships and unmatched versatility.To help us bring this vision to life, we’re on the lookout for a Client Relationship Manager who shares our...


  • Liverpool, United Kingdom Creative Players Full time

    At Creative Players, we’re all about embracing challenges and being there for our clients, no matter what they need. As we look ahead to 2025, we’re doubling down on what truly sets us apart—our strong relationships and unmatched versatility.To help us bring this vision to life, we’re on the lookout for a Client Relationship Manager who shares our...


  • Liverpool, United Kingdom Creative Players Full time

    Job Description At Creative Players , we’re all about embracing challenges and being there for our clients, no matter what they need. As we look ahead to 2025, we’re doubling down on what truly sets us apart—our strong relationships and unmatched versatility. To help us bring this vision to life, we’re on the lookout for a Client Relationship...


  • Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a highly organized and detail-oriented Client Relationship Manager to join our team at Artemis Recruitment Consultants Ltd.The ideal candidate will have previous experience working within the financial services industry and a strong understanding of client relationships and communication strategies.You will be responsible for maintaining a...


  • Liverpool, Liverpool, United Kingdom The Retail Partnership Ltd Full time

    We are looking for a highly motivated and experienced Strategic Account Development Specialist to join our team in Liverpool. As a Key Account Manager, you will be responsible for developing and driving strategic account plans for existing and new distribution channels, aiming to achieve key performance indicators (KPIs).Main Responsibilities:Develop and...


  • Liverpool, Liverpool, United Kingdom St Giles Group Full time

    About the RoleWe are recruiting for an Account Handler to join our Liverpool team at St Giles Group. As a key member of our team, you will play a vital role in providing professional advice and exceptional service to our clients.The ideal candidate will have 3-5 years of experience in an Account Handler role and be able to adapt to our specific systems and...


  • Liverpool, UK, Merseyside, United Kingdom Creative Players Full time

    At Creative Players, we’re all about embracing challenges and being there for our clients, no matter what they need. As we look ahead to 2025, we’re doubling down on what truly sets us apart—our strong relationships and unmatched versatility.To help us bring this vision to life, we’re on the lookout for a Client Relationship Manager who shares our...


  • Liverpool, Liverpool, United Kingdom beBee Professionals Full time £30,000 - £45,000

    We are looking for a Client Relationship Specialist to join our team at beBee Professionals in Liverpool.Responsibilities:Manage and maintain relationships with existing clients, ensuring customer satisfaction and identifying new opportunities to expand our business.Develop strategies to meet client needs and drive long-term business growth.Identify new...


  • Liverpool, Liverpool, United Kingdom CHASE Full time

    Client Relationship DirectorCHASE is seeking a skilled Client Relationship Director to join our team. As a Client Relationship Director, you will be responsible for building and maintaining strong relationships with clients, driving sales growth, and providing exceptional customer service.You will work closely with our sales team to identify opportunities...


  • Liverpool, Liverpool, United Kingdom Veritas Partners Ltd Full time

    Key ResponsibilitiesThe Client Relationship Executive will be responsible for managing our national client base, including contract caterers and education accounts. This role requires strong commercial acumen, excellent communication skills, and the ability to build strong relationships with clients.


  • Liverpool, Liverpool, United Kingdom Jobheron Full time

    About the RoleWe are looking for a seasoned Account Manager to drive business growth and deliver exceptional results.In this role, you will be responsible for building and maintaining strong relationships with clients across multiple locations.Your primary focus will be on identifying opportunities for growth, developing tailored solutions, and providing...


  • East Liverpool, Ohio, United Kingdom Mitchell Hall Consulting Full time

    We are seeking a highly skilled and experienced Client Relationship Manager to join our Wealth Planning Practice in Liverpool. This is an excellent opportunity for someone who is passionate about delivering exceptional client service and working closely with our IFA Administrators, Financial Planners & Paraplanners.Key ResponsibilitiesSupport the...


  • Liverpool, United Kingdom Dee Set Full time

    Purpose of the role: Represent Dee Set as the UK's leading provider of end-to-end retail solutions. Lead and maintain business relationships with new and existing key customers. Ensure profitable growth of existing business and develop new business opportunities. Ensure that our customer's needs and expectations are always met. Support Head of Customer...