Client Relationship Manager
2 months ago
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 are met
- Utilize various software packages for data entry and client database management
- Work under pressure to prioritize tasks and meet client expectations
- Provide efficient client relations support to consultants through effective communication
- Collaborate with the Head of Client Relations to coordinate and implement office procedures
- High degree of personal motivation, organizational skills, and ability to manage workload
- Willingness to undertake exams to further knowledge in the Financial Services industry
- Understanding of the wealth management industry and standard business processes
- Proactive, tenacious, and initiative-taking individual with a positive disposition and can-do attitude
- Attention to detail, accuracy, and ability to work under pressure and meet deadlines
- Strong communication skills, including face-to-face, phone, and email
- High level of confidentiality and discretion
- Understanding of the importance of compliance and GDPR in financial services
- Comprehensive induction program
- Pension scheme
- 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
-
Client Relationship Manager
2 weeks ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000beBee Professionals in Taunton 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 clients,...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Manager RoleWe are seeking a skilled Account Manager to join our team at beBee Professionals in Taunton. 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 Responsibilities:Develop and execute strategies to meet...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Manager RoleWe are seeking a skilled Account Manager to join our team at beBee Professionals in Taunton. 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 Responsibilities:Develop and execute strategies to meet...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Taunton, UK. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients,...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Taunton, UK. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients,...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe are seeking a highly motivated and organized Client Relationship Manager to join our team at Burgh Recruitment Ltd (Financial Services). As a Client Relationship Manager, you will be responsible for delivering exceptional client service and support to our financial consultants and clients.Key...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe are seeking a highly motivated and organized Client Relationship Manager to join our team at Burgh Recruitment Ltd (Financial Services). As a Client Relationship Manager, you will be responsible for delivering exceptional client service and support to our financial consultants and clients.Key...
-
Client Relationship Manager
1 week ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerLocation: TauntonSalary: Up to £26,250 + excellent benefits and bonus schemeJob Type: Full-timeAbout the Role:We are seeking an experienced administrator to join our Client Relations team as a Client Relationship Manager. As a key member of the team, you will be responsible for delivering exceptional client service and...
-
Client Relationship Manager
2 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerJob Summary: We are seeking a highly motivated and organized Client Relationship Manager to join our team at Burgh Recruitment Ltd (Financial Services). As a Client Relationship Manager, you will be responsible for delivering exceptional client service and support to our clients.Key Responsibilities:Pro-actively manage...
-
Client Relationship Manager
3 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeClient Relationship ManagerJoin a highly successful St. James's Place Partner Practice as a Client Relationship Manager and take your career to the next level. As a key member of the Client Relations team, you will be responsible for delivering exceptional client service and support to our Financial Consultants and clients.Key Responsibilities:Proactively...
-
Client Relationship Manager
2 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeClient Relationship ManagerJoin a highly successful St. James's Place Partner Practice as a Client Relationship Manager and take your career to the next level. As a key member of the Client Relations team, you will be responsible for delivering exceptional client service and support to our Financial Consultants and clients.Key Responsibilities:Proactively...
-
Client Relationship Manager
3 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeClient Relationship ManagerJoin a highly successful St. James's Place Partner Practice as a Client Relationship Manager and take your career to the next level. As a key member of the Client Relations team, you will be responsible for delivering exceptional client service and support to our Financial Consultants and clients.Key Responsibilities:Proactively...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe 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...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe 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...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe 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...
-
Client Relationship Manager
1 month ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe 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...
-
Client Relationship Manager
4 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe 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...
-
Client Relationship Manager
4 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerWe 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...
-
Client Relationship Manager
2 months ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time{"h1": "Client Relationship Manager", "p": "Are you an experienced administrator looking to elevate your career in a fast-paced, dynamic setting? We have an excellent opportunity for a Client Relationship Manager to join our highly successful St. James's Place Partner Practice.As a key member of our Client Relations team, you will be responsible for...
-
Client Relationship Manager
2 months ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time{"h1": "Client Relationship Manager", "p": "Are you an experienced administrator looking to elevate your career in a fast-paced, dynamic setting? We have an excellent opportunity for a Client Relationship Manager to join our highly successful St. James's Place Partner Practice.As a key member of our Client Relations team, you will be responsible for...
