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Client Relationship Manager
3 months ago
Client Relationship Manager
Location: City of London and Remote
Salary: £32,000 to £35,000 per annum (depending on skills)
Additional Benefits: 7.5% company pension contribution, £2,500 annual travel allowance, hybrid working arrangements, discretionary bonus
The Chartered Institute for Securities & Investment (CISI) is seeking a dynamic and dedicated Client Relationship Manager to develop and maintain positive relationships with key clients and raise awareness of the Institute. The successful candidate will also serve as the principal contact with branch membership committees.
Key Responsibilities:
- Client Liaison: Maintain effective communication channels with existing key customers, delivering presentations and updating them on new developments.
- Monitoring and Reporting: Monitor and review key customers, produce statistical reports, and highlight business activity with the Institute.
- Collaboration: Work with the Customer Support Centre’s relevant account managers to obtain up-to-date account information, address account issues, and agree on action points.
- Committee Support: Act as committee secretary for branch committees, attend meetings, take minutes, send out newsletters, ensure action points are addressed, and assist the committee President in developing the committee and branch.
Required Skills and Experience:
- Experience: 2+ years in a Client Relationship Management role and 1+ years within the Financial Services sector (professionally or academically).
- Organisational Skills: Strong organisation and time management skills with the ability to prioritise workload and work independently.
- Interpersonal Skills: Strong interpersonal skills for liaising with external firms and networking at events.
- IT Skills: Proficient in Word, Excel, and familiar with databases.
- Attention to Detail: High attention to detail and ability to work to deadlines.
- Presentation Skills: Strong presentation skills, with experience delivering presentations to students at universities preferred.
Benefits:
- Pension Contribution: 7.5% company contribution into a personal pension, with a 1.5% employee contribution via salary exchange.
- Insurance: Life insurance and income protection insurance.
- Wellness Allowance: Up to £30 a month.
- Leave: 26 days annual leave, including three days closure between Christmas and New Year.
- Travel Allowance: £2,500 per annum after passing probation.
- Hybrid Working: Flexible working arrangements.
Application Process:
Please apply with your CV, salary expectation, and availability
Candidate Adjustments:
At CISI, we encourage applications from a neurodiverse workforce. Our London office is open plan with agile desk booking; however, we can arrange reasonable adjustments for candidates needing a fixed working space.
We value the contribution of employees with diverse views and experiences and are committed to promoting equality, inclusion, and diversity. We welcome applications from talented individuals irrespective of race, religion or belief, gender, age, gender identity, neurodiversity, disability, sexual orientation, ethnic origin, political belief, social class, relationship status, or caring responsibilities.
About CISI:
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth, and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community of over 40,000 members in 116 countries. We aim to promote high standards of competence and integrity and are the main examining body for the sector, offering internationally recognised exams.
Our purpose is “To champion lifelong learning and integrity, raising individual standards of knowledge, skills, and behaviour globally to enhance public trust and confidence in financial services.”
