Client Relations Manager

4 weeks 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 portfolio of adviser partners and providing exceptional service to ensure our customers are at the heart of everything we do.

Key Responsibilities

  • Manage a portfolio of adviser partners to deliver exceptional service and ensure customer satisfaction.
  • Work closely with Senior Client Relations Managers and other team members to ensure effective management of key firms.
  • Provide in-depth product and process knowledge to customers and colleagues, including understanding of our documentation requirements and how things are processed.
  • Prioritise work in a fast-paced environment to ensure key things are responded to within agreed timescales.
  • 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.
  • Strong organisation skills and ability to multi-task effectively.
  • Good analytical and problem-solving skills.
  • A team player but also able to work independently.
  • Positive and professional attitude.

About Us

We are the Nucleus Financial Platforms group, and we help make retirement more rewarding. Our culture is one of collaboration, innovation, and a passion for delivering exceptional service to our customers. We are committed to creating a platform with a difference, putting the customer centre stage and tearing up the rule book to start from scratch.

What We Offer

  • A generous blend of benefits, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives, and flexible working options.
  • A collaborative and supportive team environment, with opportunities for growth and development.
  • The chance to make a real difference in the lives of our customers and to be part of a company that is shaping the future of financial services.

How to Apply

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



  • Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking a highly skilled Client Relations Manager to join our Key Accounts team. As a Client Relations Manager, you will be responsible for owning a range of responsibilities, working closely alongside your Senior Client Relations Manager to support with the administration and management of their designated key firms.The ideal candidate...


  • Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

    About the RoleAt Nucleus Financial, we're looking for a highly skilled Client Relations Manager to join our Key Accounts team. As a key member of our team, you'll be responsible for building and maintaining strong relationships with our key firms, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesManage a portfolio...


  • Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

    About the RoleWe'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...


  • Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

    About the RoleWe're seeking a highly skilled Senior Client Relations Manager to join our team at Nucleus Financial. As a key member of our organization, 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...


  • Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

    About the RoleWe 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 YouYou will be a 'plate-spinner' who can keep multiple things progressing all at once and...


  • Salisbury, Wiltshire, United Kingdom GetRecruited UK Ltd Full time

    We are looking for a skilled Client Portfolio Manager to join our team in Salisbury. In this role, you will be responsible for managing your own client portfolio, ensuring that all tasks are completed to the highest standard and meeting deadlines.About the Role:Manage client portfolios and ensure that all tasks are completed on timeLiaise with clients and...


  • Salisbury, Wiltshire, United Kingdom Get-Recruited (UK) Ltd Full time

    About UsWe are Get-Recruited (UK) Ltd, a leading recruitment agency partnering with businesses to find the best talent. We are currently working with a fast-growing business based in Salisbury who have an exciting opportunity for a Pensions Client Management Specialist to join their team.The Role:You will be responsible for managing your own client accounts...


  • Salisbury, Wiltshire, United Kingdom Public Practice Recruitment Ltd Full time

    Client Manager Job in Salisbury**Job Summary**We are seeking a skilled Client Manager to join a leading accountancy firm in Salisbury. This is a fantastic opportunity for someone who enjoys both managing a team and delivering top-notch accounting and tax services to a diverse portfolio of clients.**Key Responsibilities*** Managing a diverse portfolio of...


  • Salisbury, Wiltshire, United Kingdom Michael Page Full time

    As a Private Client Tax Manager at Michael Page, you will be responsible for managing a diverse portfolio of clients, providing excellent customer service, and delivering high-quality tax advice. You will work closely with the senior leadership team to lead local tax operations and developments.About the RoleManage a diverse portfolio of clients, ensuring a...


  • Salisbury, Wiltshire, United Kingdom Michael Page Full time

    About the RoleThis Tax Manager position involves managing a diverse portfolio of clients and delivering exceptional customer service within a thriving Top-10 accountancy practice in southern Wiltshire. As a trusted advisor, you will collaborate with the senior leadership team to lead local tax operations and developments.Company OverviewThe company is a...


  • Salisbury, Wiltshire, United Kingdom Michael Page Full time

    This role is ideal for an experienced tax professional who excels at managing complex personal client relationships and delivering innovative tax solutions. As a Senior Private Client Tax Manager, you will be expected to provide expert advice, mentor junior team members, and contribute to the firm's business development.Our client is a leading player in the...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our award-winning service is driven by our core values of Personal and Performance, offering expert advice based on a deep understanding of our clients' needs and delivering first-class results.As a...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    This is a fantastic opportunity for an NQ private client solicitor to join a Legal 500/Chambers rated team in the Salisbury office. The role will be working on a hybrid basis and offers top-quality work with excellent training and progression possibilities.The successful candidate will have a background in private client and be between NQ - 3 years' PQE. On...

  • Senior Manager

    1 month ago


    Salisbury, Wiltshire, United Kingdom https:jobs-redefined.cositemap Full time

    Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our award-winning service is driven by our core values of Personal and Performance, delivering first-class results for our clients. We're seeking a Senior Manager to join our Private Client Tax team,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the Role">We are looking for a Private Client Tax Specialist to join our team in Salisbury. The successful candidate will have significant experience in managing complex tax affairs and a strong understanding of private client tax issues.">Responsibilities">Manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural...


  • Salisbury, Wiltshire, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer RoleAn exciting opportunity has arisen in a Salisbury law firm to work with a progressive wills and probate team. The Private Client Lawyer will be an enthusiastic and motivated lawyer with a strong understanding of private client taxation and trusts.The FirmA successful private practice with a number of offices strategically placed,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Are you a tax professional with a passion for delivering exceptional service to private clients? We are seeking a talented team member to join our Private Tax team in Salisbury, where you will play a key role in delivering annual tax compliance work for a wide-ranging portfolio of clients.Key Responsibilities:Ensure the administration of the portfolio is...


  • Salisbury, Wiltshire, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Title: Surfacing Contracts ManagerJob Overview:As a key member of our team, you will be responsible for managing all aspects of asphalt surfacing contracts, ensuring projects are delivered on time, within budget, and to the highest quality and safety standards. You will be the primary point of contact between clients, subcontractors, and the site team,...

  • Client Associate

    2 weeks ago


    Salisbury, UK, Wiltshire, United Kingdom Get Recruited Full time

    CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICESSALISBURY UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATIONTHE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Salisbury who have an exciting opportunity for a Client Associate to join the team. As a Client Associate you will manage your own accounts from...

  • Care Professional

    14 hours ago


    Salisbury, Wiltshire, United Kingdom Home Instead Full time

    Our Commitment to CareAt Home Instead, we're dedicated to providing exceptional care and support to our clients. As a Care Professional, you'll play a vital role in bringing sunshine into their lives, making a real difference in their daily experiences.What We OfferA supportive and inclusive team environmentOngoing training and development opportunitiesA...