Relationships and Partnerships Lead
5 days ago
We're seeking a highly skilled and experienced professional to join our team as a Senior Client Relations Manager. As a key member of our organization, you will be responsible for managing a portfolio of adviser firms and working closely with aligned account managers and support colleagues to provide exceptional service.
This role requires a strong ability to build and maintain relationships with new and existing adviser firms, ensuring that our customers receive the highest level of service. You will be responsible for managing your own portfolio of adviser partners and working collaboratively with colleagues to ensure that queries are dealt with efficiently and effectively.
Key Responsibilities- Manage a portfolio of adviser firms and provide exceptional service to ensure customer satisfaction.
- Work closely with aligned account managers and support colleagues to ensure seamless service delivery.
- Build and maintain strong relationships with new and existing adviser firms.
- Manage your own portfolio of adviser partners and work collaboratively with colleagues to ensure effective service delivery.
- Develop and implement strategies to improve service delivery and customer satisfaction.
- Collaborate with colleagues to identify and resolve issues that may impact service delivery.
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance.
- Proven experience in a client-facing role, preferably in a financial services organization.
- Strong ability to build and maintain relationships with adviser firms and customers.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively with colleagues to achieve common goals.
- Strong analytical and problem-solving skills.
- Ability to prioritize tasks and manage multiple projects simultaneously.
- Knowledge of financial services products and regulatory requirements.
Nucleus Financial is a leading provider of financial services solutions. We are committed to delivering exceptional service to our customers and building strong relationships with our adviser firms. Our team is passionate about making a difference in the lives of our customers and we are seeking like-minded individuals to join us.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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