Client Relationship Manager
3 months ago
Client Relationship Manager
Location – Taunton
Salary – up to £26,250 + excellent benefits and bonus scheme
Full-time – in office
Are you an experienced administrator ready to elevate your career? Do you thrive in a fast-paced, dynamic setting? An excellent opportunity has arisen to work within a highly successful St. James’s Place Partner Practice.
As part of the Client Relations team you will be responsible for delivering a high level of professionalism to provide client service excellence. The team manages and is responsible for clients’ needs and the day to day running of wealth management client relations.
The client experience is the fundamental driver of the Client Relations team and the team strive to deliver an ‘only client’ experience, whilst meeting expectations and providing client relations support to our Financial Consultants.
The Role – Client Relationship Manager
Reporting to the Head of Client Relations providing outstanding client support will be of the upmost importance to you, responsibilities include:
- Pro-actively managing day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process
- Liaising with providers to deliver a seamless service to clients
- Working to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates
- Competently use a variety of software packages to include data entry and monitoring of the Company client database
- The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service
- Providing efficient client relations support to consultants through effective and regular communication
- Working with the Head of Client Relations to co-ordinate, and implement office procedures effectively
The Person – Client Relationship Manager
- A high degree of personal motivation, organisational skills and the ability to manage your own workload
- A willingness to undertake exams to further your personal knowledge within the Financial Services industry.
- An understanding of the wealth management industry to include standard business processes
- You will be proactive, tenacious and show initiative at all times, with a positive disposition and a can-do attitude
- Attention to detail, accuracy and the ability to work under pressure and to deadlines
- Strong communication skills; face to face, on the telephone and via email
- A high level of confidentiality and discretion
- An understanding of the importance that compliance & GDPR play within financial services
The team, and the whole business is made up of the highest calibre of individuals and in return, offer a fantastic and rewarding culture to work within.
Benefits include:
- Comprehensive induction programme
- Pension
- Annual salary review
- Annual bonus scheme
- Study support both financially and time to study during the working day
- 30 days holiday allowance plus bank holidays and your birthday off
- Access to a commercial gym
- Access to BUPA Employee Assistance Program
- Fabulous Company events
- Sick pay
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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