Client Relationship Manager

3 weeks ago


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

Job Title: Client Relationship Manager

Location: Taunton

Salary: Up to £26,250 + excellent benefits and bonus scheme

Job Type: Full-time

About the Role:

We are seeking an experienced administrator to join our Client Relations team as a Client Relationship Manager. As a key member of the team, you will be responsible for delivering exceptional client service and supporting our Financial Consultants in managing client relationships.

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
  • Utilize various software packages for data entry and client database management
  • Provide efficient client relations support to consultants through effective communication
  • Work 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
  • Attention to detail, accuracy, and ability to work under pressure and deadlines
  • Strong communication skills, including face-to-face, phone, and email
  • High level of confidentiality and discretion
  • Understanding of compliance and GDPR importance in financial services

What We Offer:

  • Comprehensive induction program
  • Pension
  • 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

About Us:

Burgh Recruitment Ltd (Financial Services) is a leading recruitment agency specializing in financial services placements. We are committed to providing exceptional service to our clients and candidates.



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