Client Portfolio Manager

4 days ago


Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

About the Role

We are seeking a highly skilled Client Relations Manager to join our Key Accounts team. As a key member of our team, you will be responsible for managing a range of responsibilities working closely alongside your Senior Client Relations Manager.

About You

You will be a 'plate-spinner' who can keep multiple things progressing all at once and someone who can connect the dots with ease. You love working with others and get a real kick out of achieving the best outcomes for all involved.

Responsibilities

  • Manage the administration and management of designated key firms.
  • Work closely with Senior Client Relations Manager to support with the administration and management of key firms.
  • Provide exceptional service to every adviser and client that you interact with.
  • Be responsible for various streams of communication including calls, email and any other correspondence while maintaining the appropriate audit.
  • Collaborate with others to deliver the best possible solutions even when under pressure.

Requirements

  • Exceptional relationship management skills and the ability to build strong relationships and influence at all levels.
  • Excellent written and verbal communication skills.
  • Experience and knowledge of departmental processes.
  • Good working knowledge of Microsoft applications, particularly Excel.
  • High standards of work with great accuracy and attention to detail.

About Us

Nucleus Financial Platforms group is a leading provider of financial services. We pride ourselves on our collaborative culture and our commitment to delivering exceptional customer service. If you have a passion for delivering outstanding results and a commitment to excellence, we would love to hear from you.



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