Senior Client Relations Manager

4 weeks ago


Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

About the Role

We're seeking a skilled Senior Client Relations Manager to join our team. As a key member of our client service team, you'll be responsible for managing a portfolio of adviser firms and working closely with aligned account managers and support colleagues to deliver exceptional service.

Your primary focus will be on building strong relationships with new and existing adviser firms, providing guidance and support to ensure their needs are met. You'll work collaboratively with colleagues to resolve queries efficiently and effectively, always prioritizing the best interests of our customers.

As a Senior Client Relations Manager, you'll be the face of Nucleus, trusted by our advisers to provide expert guidance and support. You'll be organized, proactive, and able to work independently, with a strong focus on delivering results in a fast-paced environment.

Key Responsibilities

  • Manage a portfolio of adviser firms, building strong relationships and providing exceptional service
  • Work closely with aligned account managers and support colleagues to deliver seamless service
  • Provide guidance and support to adviser firms, ensuring their needs are met
  • Collaborate with colleagues to resolve queries efficiently and effectively
  • Develop and maintain in-depth product and process knowledge of financial products, legislation, and procedures

Requirements

  • Exceptional relationship management skills and ability to build strong relationships
  • 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
  • Strong organization skills and ability to multitask effectively
  • Good analytical and problem-solving skills
  • A team player with a positive and professional attitude

About Us

Nucleus Financial Platforms is a leading provider of financial platforms, helping to make retirement more rewarding. We're committed to putting our customers at the heart of everything we do, working in partnership and collaboration to deliver the best outcomes. Our culture is built on a strong set of values, including a focus on inclusion and diversity, and we're proud to be a company that truly cares about its people and the community we serve.

What We Offer

  • A competitive salary and bonus package
  • A comprehensive benefits package, including a non-contributory pension and enhanced parental leave
  • Flexible working options and a positive, supportive work environment
  • Opportunities for career development and growth

How to Apply

If you're a motivated and experienced professional looking for a new challenge, please get in touch with our People team to learn more about this exciting opportunity.



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