Client Relationship Manager

2 days ago


Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
Job Title: Client Relationship Manager

We are seeking a highly motivated and organized Client Relationship Manager to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our Client Relations team, you will be responsible for delivering exceptional client service and support to our clients and financial consultants.

Key Responsibilities:

  • Proactively manage day-to-day tasks, including case management and client support
  • Liaise with providers to ensure seamless service delivery to clients
  • Work to FCA-approved standards, ensuring compliance and data protection guidelines
  • Utilize various software packages for data entry and client database management
  • Prioritize workload to meet client expectations and deliver exceptional service
  • Provide efficient client relations support to consultants through effective communication
  • Collaborate with the Head of Client Relations to coordinate and implement office procedures

Requirements:

  • High degree of personal motivation, organizational skills, and ability to manage workload
  • Willingness to undertake exams to further knowledge within the Financial Services industry
  • Understanding of the wealth management industry and standard business processes
  • Proactive, tenacious, and initiative-driven with a positive disposition and can-do attitude
  • Attention to detail, accuracy, and ability to work under pressure and deadlines
  • Strong communication skills, including face-to-face, phone, and email
  • High level of confidentiality and discretion
  • Understanding of compliance and GDPR importance in financial services

What We Offer:

  • Comprehensive induction program
  • Pension
  • Annual salary review
  • Annual bonus scheme
  • Study support, both financially and time to study during the working day
  • 30 days holiday allowance plus bank holidays and birthday off
  • Access to a commercial gym
  • Access to BUPA Employee Assistance Program
  • Fabulous company events
  • Sick pay

About Us:

Burgh Recruitment Ltd (Financial Services) is a leading, highly regarded FTSE 250 Wealth Management company distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base. We have funds under management in excess of £181.9bn and are well-established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.



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