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- Tasks: Provide top-notch support to clients and Financial Advisers, ensuring a seamless experience.
- Company: Specialist recruitment firm in wealth management and private banking.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth in a fast-paced, collaborative setting.
- Why this job: Join a dynamic team and make a real difference in client relationships.
- Qualifications: Strong Microsoft Office skills and a detail-oriented mindset.
The predicted salary is between 30000 - 40000 £ per year.
Reports to: Operations Manager
Role Purpose
Provide high-quality administrative and client support to Financial Advisers, ensuring a smooth and professional client experience.
Key Responsibilities
- Client Support
- Act as first point of contact for clients (phone, email, in person)
- Manage adviser diaries and coordinate meetings
- Handle client queries and maintain strong relationships
- Track and follow up on actions from client meetings
- Prepare meeting packs and onboarding documents
- Submit and manage applications accurately and on time
- Liaise with clients to obtain required information
- Process trades, fund switches, and policy updates
- Schedule and support review meetings
- Prepare valuation and review reports
- Maintain compliant and up-to-date client records
- Ensure follow-ups and agreed actions are completed
- Maintain CRM records and upload file notes
- Handle general admin tasks and documentation
- Process requests (e.g. surrenders, claims)
- Support team coverage and escalate risks when needed
Requirements
- Essential
- Strong Microsoft Office skills
- Professional, discreet, and detail-oriented
- Experience in financial services administration
- Familiarity with CRM systems
Skills
- Clear communication (written and verbal)
- Strong organisation and prioritisation
- Team collaboration (remote and in-person)
- Tech-savvy with ability to learn systems quickly
Client Relationship Manager in Bath employer: Bayford Hale
Contact Detail:
Bayford Hale Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Bath
✨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 hunt for a Client Relationship Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by practising common questions related to client support and relationship management. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your tech-savviness! Familiarise yourself with CRM systems and Microsoft Office tools, as these are crucial for the role. Consider taking a quick online course to brush up on any skills you might need.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of landing that dream job in client relationship management.
We think you need these skills to ace Client Relationship Manager in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Relationship Manager role. Highlight your experience in client support and administration, and don’t forget to mention any relevant skills like Microsoft Office proficiency and CRM familiarity.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re the perfect fit for our team. Be sure to mention your attention to detail and how you can enhance the client experience.
Showcase Your Experience: When detailing your work history, focus on your achievements in client relationship management. Share specific examples of how you’ve successfully handled client queries or managed adviser diaries to demonstrate your organisational skills.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Bayford Hale
✨Know Your Client Support Basics
Before the interview, brush up on your understanding of client support in financial services. Be ready to discuss how you would handle client queries and maintain strong relationships, as this role is all about providing a smooth client experience.
✨Showcase Your Organisation Skills
Since managing adviser diaries and coordinating meetings is key, prepare examples that highlight your organisational skills. Think of times when you successfully juggled multiple tasks or managed tight deadlines, and be ready to share those stories.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems, make sure to mention it! If not, do a bit of research on common platforms used in financial services. Being tech-savvy is a big plus, so show your willingness to learn and adapt quickly.
✨Communicate Clearly and Confidently
Practice your communication skills before the interview. Since clear communication is essential for this role, consider doing mock interviews with friends or family. Focus on articulating your thoughts clearly and confidently, both in writing and verbally.