Client Relationship Manager

3 weeks ago


London, UK, United Kingdom Membership Bespoke Full time

Client Relationship Manager

Financial Services Membership Body

Hybrid Working Model Flexible – City of London Offices

Basic Salary Up to £45,000 dependant on experience with excellent benefits including 30 Days Holiday, Pension, PMI, Healthcare, Gym Subsidy, Income Protection, Social Activities, Training & CPD

Permanent Role, Full Time


Our client a leading, reputable and well-regarded Financial Services Membership Body is currently recruiting a seasoned holistic Client Relationship Manager to look after a portfolio of 50 to 60 financial service-based clients.


If you are an account manager, relationship manager, customer success manager, key account executive with experience working in professional services, financial services, higher education, further education, blue chip, corporate, FTSE 100, legal, insurance, investments, derivatives, equity, foreign banks, payments, fintech, venture capitalist, banking or similar we would love to hear from you.


The Role of Client Relationship Manager


To engage with internal and external stakeholders to support the retention, acquisition and growth objectives of the Membership team by servicing and growing a portfolio of member accounts; articulating the value of membership and working to ensure member firms are engaged as appropriate.


Duties and Responsibilities


To deliver the Member Relations account management strategy in line with engagement and retention targets across the breadth of the organisation

To retain a portfolio of the existing membership by working with internal stakeholders to articulate the value of membership externally

To broaden and deepen member engagement and communicate the value proposition effectively to the member base

Work to ensure the membership body value proposition remains accessible and relevant

To track member activity including involvement in policy, training and event engagement to keep a ‘helicopter view’ of each member’s interaction

To create and maintain engagement plans to meet team objectives

Undertaking varied analysis on the member base to identify opportunity/risk with regards to membership growth and engagement

To identify and act upon additional opportunities for upselling/attracting new members where appropriate

Support management of the member inbox in a timely manner fielding queries to the wider team where appropriate

Track and record all member engagement via CRM, championing the use of system to other stakeholders encouraging the recording of all member value

Represent and champion the membership voice in internal discussions

Support the wider team to build out value propositions for different member segments


Qualifications, Experience & Attributes Required


A degree or other equivalent, relevant qualification or experience.

Capable of interacting with members and articulating the membership value proposition

Relationship Management, Account Management, Customer Success excellent experience

An interest in financial services and the brand and product

An analytical mindset, interested in a broader understanding of the member base

Ability to liaise with a breadth of internal stakeholders across functions

Microsoft Office competency (Excel, Powerpoint and Outlook)

Excellent verbal and written communication skills


To apply to this role please send your CV.


Due to the volume of applications, we are only able to contact successful applicants. Therefore, if you have not heard from us within 10 working days, please deem your application as unsuccessful on this occasion.


Membership Bespoke is acting as a recruitment business in relation to this role. Membership Bespoke positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.


Membership Bespoke is the most experienced membership-focused recruitment firm in the UK, with 10+ years of experience delivering tailored permanent, temporary, interim, and Executive Search recruitment solutions to Trade Associations, Regulatory Bodies, Political Parties, and Professional Bodies.



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