Client Relations Manager
4 days ago
We are looking for a skilled Financial Planner to join our Wealth Management company in Cambridge. As a key member of our team, you will be responsible for delivering exceptional client service and helping our clients achieve their financial goals.
About the CompanyOur company provides wealth management, investment planning, and retirement solutions to help our clients' financial journeys are successful, secure, and sustainable.
Responsibilities- Client Servicing:
- You will be responsible for servicing existing clients, including preparing annual review meetings and initiating reviews using our CRM system.
- You will also be responsible for maintaining platform and CRM systems.
- You will identify new business opportunities and work closely with our paraplanners to prepare recommendations and implement strategies.
- You will send quarterly and ad-hoc updates to clients.
- You will send monthly mortgage reviews and track reviews as needed.
- You will onboard new business, update fact finds, and generate invoices and track payments.
- You will also assist with submissions, if requested, and prepare suitability reports for completion by advisers.
The salary for this role is approximately £35,000-£45,000 per annum, depending on experience.
-
Client Relations Coordinator
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Solution 47 Recruitment ltd Full time**Job Overview:We are seeking a Client Relations Coordinator to join our team in Sawston. The successful candidate will have prior experience in managing customer service teams, developing effective strategies to improve customer satisfaction, and maintaining strong relationships with internal stakeholders.**Responsibilities:Manage customer service teams to...
-
Client Relationship Manager
2 months ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £35,000 - £55,000We are looking for a Client Relationship Manager to join our team in Cambridge, UK. The role involves managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are met.Identify and develop new business opportunities with...
-
Client Relationship Manager
2 months ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £35,000 - £55,000beBee Professionals is seeking a Client Relationship Manager to join our team in Cambridge, UK. 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 met.Identify and develop new...
-
Public Relations Manager
7 days ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeRole OverviewWe are seeking a talented Public Relations Manager to join our team at the University of Cambridge. In this role, you will be responsible for supporting the delivery of effective multi-channel communications for the Department of Sociology.Your primary objective will be to increase interest from prospective students in the Department's courses,...
-
Engineering Manager Cambridge/ WFH Role
4 days ago
Cambridge, Cambridgeshire, United Kingdom Client Server Full timeJob OverviewWe are seeking an experienced Tech Lead - Agile Team to join our team at Client Server. As a Tech Lead, you will be responsible for fostering supported, high-performance development teams to deliver high-quality software.The successful candidate will have experience of coaching and mentoring Agile Team Leads, with a strong understanding of modern...
-
Employee Relations Specialist
7 days ago
Cambridge, Cambridgeshire, United Kingdom Cambridge Science Park Full timeAbout the RoleWe are seeking a highly skilled Senior Employee Relations Advisor to join our People and Culture function on a temporary basis for a period of 9 months. This role is pivotal in supporting the Royal Society of Chemistry's exceptional employee relations services, working closely with managers and staff to deliver professional and responsive...
-
Strategic Client Advocate
7 days ago
Cambridge, Cambridgeshire, United Kingdom uConnect Full timeAbout the Role:We are seeking an experienced Customer Success Manager to join our team at uConnect. In this role, you will be responsible for managing a portfolio of 100-120 clients, building strong relationships, and driving product adoption. Your goal will be to educate clients on the full range of the product's capabilities, identify potential risks, and...
-
Employee Relations Specialist
7 days ago
Cambridge, Cambridgeshire, United Kingdom ROYAL SOCIETY OF CHEMISTRY Full timeOverviewWe are seeking a highly skilled Senior Employee Relations Advisor to join our People and Culture team on a temporary basis for a period of 9 months. This role is pivotal in supporting the Royal Society of Chemistry's exceptional employee relations services, working closely with managers and staff to deliver professional and responsive People and...
-
Engineering Team Manager Cambridge
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Client Server Full time**About Us:** We are a leading provider of technology solutions for the farming and agricultural community. Our mission is to deliver innovative solutions that make a real difference to farmers and agricultural businesses.**Job Description:** We are seeking an experienced Engineering Team Manager to lead our engineering team in Cambridge. As a key member of...
-
Alumni Relations Officer
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeWe are seeking a skilled and dedicated Alumni Relations Officer to join our team. As a key member of the Development and Alumni Relations department, you will play a crucial role in building and maintaining relationships with alumni and supporters.You will be responsible for managing complex data, creating targeted campaigns, and developing strategic...
-
Employee Relations Case Manager
4 days ago
Cambridge, Cambridgeshire, United Kingdom Pure Resourcing Solutions Full timeJob OverviewPure Resourcing Solutions is recruiting an experienced Employee Relations Specialist to join their team in Cambridge. The role offers a 9-month Fixed-Term Contract, starting in mid-January.
-
Senior Employee Relations Consultant
7 days ago
Cambridge, Cambridgeshire, United Kingdom Cambridge Science Park Full timeJob OverviewThis Senior Employee Relations Advisor role is a critical part of our People and Culture team, supporting the delivery of exceptional employee relations services to our staff. The role requires a technical expert in employee relations who can proactively manage cases and contribute to policy improvements across our international...
-
Senior Engineering Quality Lead
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Client Server Full time**Job Title:** Senior Engineering Quality LeadWe are looking for a skilled Engineering Team Manager to join our team at Client Server in Cambridge. As a key member of our organization, you will be responsible for coaching and mentoring Agile Team Leads, fostering supported, high-performance development teams to deliver high-quality software.This is an...
-
Senior Engineering Leader
4 days ago
Cambridge, Cambridgeshire, United Kingdom Client Server Full timeAbout the RoleAs a Senior Engineering Leader at Client Server, you will play a key role in strategically guiding and empowering four Agile engineering teams. The successful candidate will have experience of coaching and mentoring software engineering teams and leads, with a strong understanding of modern software engineering best practices and Agile ways of...
-
Cambridge, Cambridgeshire, United Kingdom Client Server Full timeAbout the OpportunityWe are seeking a skilled Senior Engineering Manager to join our team in Cambridge, leading our Agile engineering teams and driving technical direction that aligns with our company ambitions.As an Engineering Manager, you will be responsible for strategically guiding and empowering four Agile engineering teams, working closely with...
-
Client Partnership Manager
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Barclays Full timeWe're looking for a Client Partnership Manager to join our team at Barclays. This role offers a unique opportunity to develop and maintain strong relationships with clients, driving business growth and profitability.The estimated salary for this position is $110,000 - $160,000 per year, based on experience. Our benefits package includes health insurance,...
-
Head of External Relations
4 days ago
Cambridge, Cambridgeshire, United Kingdom Rand Europe Full timeRand Europe is a leading research institute that conducts policy research for governments, international organizations, research councils, charitable foundations, and other organizations. We are seeking a highly skilled Head of External Relations to join our team in Cambridge.Job Description:The successful candidate will have experience of managing...
-
Client Relationship Manager
4 days ago
Cambridge, Cambridgeshire, United Kingdom Anonymous Full timeJob Description:The Client Account Manager role involves working closely with our Development and Sales teams to create specifications for new and existing clients in the Social Housing market. You will also be responsible for developing and growing relationships with key personnel within these organizations.Your Key Responsibilities:Producing specifications...
-
Client Growth Representative
1 day ago
Cambridge, Cambridgeshire, United Kingdom InterSTEM Full timeJob Title: Client Growth RepresentativeAbout the Opportunity:We are seeking a talented Client Growth Representative to join our team at InterSTEM. In this role, you will engage professionally and proactively with stakeholders, addressing their requirements and overcoming obstacles to drive business growth.The ideal candidate will have proven experience...
-
Cambridge, Cambridgeshire, United Kingdom The ONE Group Ltd Full timeSalary: £36,000 per annumThis exciting opportunity at The ONE Group Ltd in central Cambridge offers a rewarding career path for an HR expert. As a Recruitment and Employee Relations Specialist, you will enjoy hybrid working arrangements.Key responsibilities include advising managers on policies, supporting organisational change, and preparing HR reports.You...