Client Relationship Manager

1 day ago

Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
About the Role

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
Requirements
  • 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
What We Offer
  • 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

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