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Client Relationship Manager

2 months ago

Manchester, United Kingdom Close Brothers Group Full time
About the Role

We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Close Brothers Group. As a Client Relationship Manager, you will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Client Support: Provide on-hand support to client managers, handling client queries, requests, and internal administrative tasks with efficiency and professionalism.
  • Service Delivery: Ensure an excellent standard of service is provided at all times, meeting or exceeding client expectations.
  • Payment Processing: Accurately process client payment requests on the day of receipt, ensuring overpayments are in accordance with approved authorities.
  • Client Onboarding: Assist with the new business/onboarding process, including system setup and client training.
  • Reporting and Compliance: Process relevant fees, reports, and documentation in relation to client terminations, and review IDeal dashboard to identify reconciliation variances.
Requirements
  • Experience: Relevant experience in a client-facing role, ideally within the financial services industry.
  • Communication: Excellent verbal and written communication skills, with the ability to build effective working relationships with colleagues and clients.
  • Organisation: Highly organized and detail-oriented, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Teamwork: Ability to work collaboratively as part of a team, while also handling individual tasks and responsibilities.
What We Offer

As a Client Relationship Manager at Close Brothers Group, you will have the opportunity to work with a leading UK merchant banking group, providing financial support and advice to small businesses and individuals. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.