Client Relationship Manager
3 weeks ago
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.
-
Client Relationship Manager
4 weeks ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000beBee Professionals in Taunton is seeking a Client Relationship Manager to join our team. In this role, you will be responsible for managing and maintaining relationships with existing clients, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Manage and maintain relationships with existing clients,...
-
Client Relationship Manager
2 months ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Manager RoleWe are seeking a skilled Account Manager to join our team at beBee Professionals in Taunton. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Develop and execute strategies to meet...
-
Client Relationship Manager
2 months ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Taunton, UK. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients,...
-
Client Relationship Manager
4 weeks ago
Taunton, Somerset, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Client Relationship ManagerJob Summary: We are seeking a highly motivated and organized Client Relationship Manager to join our team at Burgh Recruitment Ltd (Financial Services). As a Client Relationship Manager, you will be responsible for delivering exceptional client service and support to our clients.Key Responsibilities:Pro-actively manage...
-
Client Relationship Manager
4 weeks ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Executive PositionWe are looking for a results-driven Account Executive to join our team at beBee Professionals in Taunton, United Kingdom.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are met.Identify and develop new business opportunities with potential clients.Prepare and deliver tailored presentations and...
-
Client Relationship Manager
3 weeks ago
Taunton, Somerset, United Kingdom Solution Search Limited Full timeAbout the Role:We are seeking a skilled Client Relationship Manager to join our team at Solution Search Limited. As a key member of our healthcare team, you will be responsible for building and maintaining strong relationships with our customers, ensuring their needs are met and exceeded.Key Responsibilities:Develop and implement effective customer...
-
Client Funds Manager
4 weeks ago
Taunton, Somerset, United Kingdom https:jobs-redefined.cositemap Full timeKennedys is seeking a Client Loss Fund Manager to join our Commercial Claims handling Team. The successful candidate will work alongside the Claims Handling Leadership Team, reporting into the Head Claims Handling and the Claims Partner. This is a fantastic opportunity to join a growing team with excellent long-term progression opportunities. As part of the...
-
Senior Private Client Solicitor
3 weeks ago
Taunton, Somerset, United Kingdom Cathedral Appointments Ltd Full timeAbout the RoleWe are seeking an experienced Private Client Solicitor to join our team at Cathedral Appointments Ltd. As a key member of our Private Client team, you will be responsible for undertaking a varied and interesting non-contentious client caseload, including the administration of estates, wills, LPA, trust drafting, and tax planning.You will have...
-
Senior Private Client Solicitor
4 weeks ago
Taunton, Somerset, United Kingdom Legal Southwest Full timeWe are seeking an ambitious Private Client solicitor to join our client, an established legal practice based in Taunton. This is a senior position that requires technical ability to undertake all aspects of Private Client work unsupervised.Key Responsibilities:Undertake all aspects of Private Client work with minimal supervisionDevelop and implement...
-
Private Client Specialist
1 week ago
Taunton, Somerset, United Kingdom Chadwick Nott Full timeChadwick Nott is an award-winning practice with a positive culture and work-life balance, offering a market-leading salary with competitive benefits.We are looking for an exceptional Private Client Lawyer to join our specialist Court of Protection team. The successful candidate will inherit an existing caseload and receive ample support for business...
-
Private Client Solicitor Opportunity
4 weeks ago
Taunton, Somerset, United Kingdom Cathedral Appointments Ltd Full timeAbout the firmWe're working to support the continued success of a small regional law firm with four offices that offer good quality work and genuine future leadership opportunities for someone seeking career progression. The firm is keen to develop its Private Client team to complement its existing services and sees a real opportunity to expand in the...
-
Private Client Solicitor
4 weeks ago
Taunton, Somerset, United Kingdom Elite Touch Group Ltd Full timePrivate Client SolicitorAn exciting opportunity has arisen to work with our well-established clients in their Private Client team. The purpose of the job is to undertake the full spectrum of Private Client work, including conducting matters on behalf of clients accurately, reliably, and in accordance with the firm's quality and risk management procedures.Key...
-
Private Client Solicitor
4 weeks ago
Taunton, Somerset, United Kingdom Elite Touch Group Ltd Full timePrivate Client SolicitorAn exciting opportunity has arisen to join our well-established clients Private Client team. The purpose of the job is to undertake the full spectrum of Private Client work.Key Responsibilities:Conduct of matters on behalf of clients accurately, reliably, and in accordance with the firm's quality and risk management procedures (Lexcel...
-
Client Funds Specialist
3 weeks ago
Taunton, Somerset, United Kingdom Kennedys Full timeKennedys is seeking a skilled Client Funds Specialist to join our Commercial Claims handling Team. The successful candidate will work closely with the Claims Handling Leadership Team and report directly to the Head of Claims Handling and the Claims Partner. This is an excellent opportunity to join a growing team with outstanding long-term progression...
-
Tax Manager
4 weeks ago
Taunton, Somerset, United Kingdom Cathedral Appointments Ltd Full timeAre you a skilled Tax Manager looking for a new challenge? We have an exciting opportunity for a Corporate Tax Specialist to join our team at Cathedral Appointments Ltd in Yeovil. As a Mixed Tax Professional, you will be responsible for ensuring the best possible client experience for our clients in the South West. You will oversee the day-to-day management...
-
Sales Development Manager
4 weeks ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £30,000 - £45,000We are seeking a Sales Development Manager to join our team at beBee Professionals in Taunton. As a key member of our sales team, you will be responsible for managing and nurturing client relationships, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Develop and maintain strong relationships with...
-
Senior Fabrication Project Lead
1 week ago
Taunton, Somerset, United Kingdom Rise Technical Recruitment Full timeRise Technical Recruitment is seeking an experienced Senior Fabrication Project Lead to join a leading steel fabrication company in Taunton.About the RoleThis is a fantastic opportunity for a seasoned Project or Contracts Manager with a background in Steelwork, Fabrication, or Construction to take on a challenging role managing projects from cradle to grave...
-
Client Service Coordinator
3 weeks ago
Taunton, Somerset, United Kingdom Office Angels Full timeAbout Our CompanyOffice Angels is a leading professional services firm based in the heart of Taunton. We are known for our award-winning services and have a reputation for excellence in the industry.Job Title: Client AdministratorWe are seeking a highly skilled Client Administrator to join our dynamic and fast-paced team. As a Client Administrator, you will...
-
Tax Manager
3 weeks ago
Taunton, Somerset, United Kingdom Cathedral Appointments Ltd Full timeRole OverviewCathedral Appointments Ltd is seeking a skilled Tax Manager to join their team in Yeovil. As a Tax Manager, you will be responsible for ensuring that clients receive the best possible client experience.Key ResponsibilitiesManage tax compliance work for a portfolio of clients across various industry sectorsOversee the day-to-day management of the...
-
Taunton, Somerset, United Kingdom Somerset County Council Full timeA commitment to ongoing professional development through a tailored learning programme.Working Together with FamiliesWithin our Family Safeguarding model, you will have the opportunity to collaborate with adult-focused practitioners, contributing to assessments and plans in areas such as substance misuse, domestic abuse, and mental health.Somerset's...