Client Relationship Liaison Specialist

1 week ago


Bushey, Hertfordshire, United Kingdom LEMONCLOUD RECRUITMENT LTD Full time
About the Role

£27,000 - £28,000 per annum | Permanent | Bushey

This is an exciting opportunity for a highly motivated and customer-focused individual to join our client, a well-established Financial Planning Services firm, as a Client Relationship Executive. In this role, you will have the chance to develop and maintain strong relationships with clients, providing exceptional service and support to drive business growth.


The ideal candidate will be passionate about delivering outstanding customer experiences, possess excellent communication and interpersonal skills, and be able to work effectively in a team environment. If you are looking to step up into a new challenge and excel in building and nurturing customer relationships, then this could be the perfect role for you.


Main Responsibilities:

  • Develop and maintain strong relationships with clients, identifying their needs and preferences to deliver tailored solutions.
  • Provide exceptional customer service, responding promptly to queries and resolving issues efficiently.
  • Work closely with internal stakeholders to ensure seamless delivery of services and meet client expectations.
  • Identify opportunities to upsell and cross-sell products and services, contributing to business growth and development.

What You'll Need:

  • A minimum of [insert relevant experience] years of experience in a similar role, preferably in the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proven track record of delivering exceptional customer service and meeting client expectations.
  • Ability to work effectively in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

What We Offer:

  • A competitive salary of £27,000 - £28,000 per annum, dependent on experience.
  • A comprehensive benefits package, including [insert benefits, e.g., pension scheme, health insurance, etc.].
  • Ongoing training and development opportunities to enhance your skills and career prospects.
  • A dynamic and supportive work environment, with a talented team of professionals dedicated to excellence.


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