Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and support financial consultants in delivering exceptional service.
- Company: Join a growing team in the financial services sector with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: 3+ years in financial services, strong communication skills, and a client-focused mindset.
- Other info: Dynamic role with opportunities for growth and learning in a collaborative team.
We are seeking an experienced Client Relationship Manager to become part of our expanding team. You will collaborate closely with financial consultants to support the administration and ongoing management of pension and personal wealth client portfolios. This is an excellent opportunity for someone who thrives on taking ownership, working collaboratively, and consistently delivering an outstanding client experience.
Key responsibilities:
- Manage and administer a caseload of pension and personal wealth clients
- Offer daily operational support to financial consultants to ensure client accounts function seamlessly
- Respond to client enquiries in a professional, prompt and courteous manner while upholding high service standards
- Prepare necessary documentation, manage workflows and organise meetings
- Carry out all tasks in accordance with internal procedures and current regulatory standards
- Keep abreast of industry developments, regulatory updates and complete relevant training as required
What we are looking for:
- At least 3 years’ experience working in financial services administration, preferably in pensions or personal wealth management
- Solid understanding of financial products and the administration of client portfolios
- Previous experience assisting senior consultants or leadership teams would be highly desirable
- Outstanding communication skills and a strong client-service orientation
- Highly organised, meticulous attention to detail, and proactive approach to problem-solving
- Proven ability to juggle multiple priorities and perform effectively both independently and within a team environment
Client Relationship Manager in Leicester employer: 2mrw Group
Contact Detail:
2mrw Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Client Relationship Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to highlight how your experience aligns with their needs, especially in managing client portfolios and delivering top-notch service.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've successfully managed multiple priorities in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Relationship Manager in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Relationship Manager. Highlight your experience in financial services, especially in pensions or personal wealth management, and showcase how you've delivered outstanding client experiences in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client relationships and how your skills align with our needs. Be sure to mention any relevant experience supporting financial consultants and managing client portfolios.
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to convey information clearly and professionally. Use concise language and a friendly tone to demonstrate your client-service orientation right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at 2mrw Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and client portfolio management. Being able to discuss specific examples from your experience will show that you’re not just familiar with the concepts, but that you can apply them in real-world scenarios.
✨Showcase Your Communication Skills
Since this role is all about client relationships, practice articulating your thoughts clearly and professionally. You might want to prepare a few anecdotes that highlight your outstanding communication skills and how you've handled client enquiries in the past.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload and keep everything organised. Consider sharing specific tools or methods you use to stay on top of multiple priorities, as this will resonate well with the team’s need for someone meticulous and proactive.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest developments in the financial services sector, especially regarding pensions and personal wealth management. Showing that you’re proactive about your professional development will impress the interviewers and demonstrate your commitment to the role.
