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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
Who we are
We are a specialist recruitment firm focused on the wealth management and private banking sector, partnering with leading firms to place high-quality talent. We take a consultative approach, matching candidates and clients based on skills, culture, and long-term career goals.
Client Relationship Manager in Somerset employer: Bayford Hale
Contact Detail:
Bayford Hale Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Somerset
✨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 Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Manager role. Highlight your experience in client support and administration, and don’t forget to showcase your strong Microsoft Office skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your experience with CRM systems and your ability to maintain strong client relationships.
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your written application reflects that. Keep your language professional yet approachable, and double-check for any typos or errors.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining 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 roles. Familiarise yourself with common queries clients might have and think about how you would handle them. This will show that you're proactive and ready to provide high-quality support.
✨Demonstrate Your Organisational Skills
Since this role involves managing adviser diaries and coordinating meetings, be prepared to discuss your organisational strategies. Share specific examples of how you've successfully managed multiple tasks or projects in the past, highlighting your attention to detail.
✨Show Off Your Tech Savvy
As a Client Relationship Manager, you'll need to be comfortable with CRM systems and Microsoft Office. Make sure to mention any relevant experience you have with these tools, and if possible, give examples of how you've used technology to improve processes or client interactions.
✨Communicate Clearly and Confidently
Clear communication is key in this role. Practice articulating your thoughts and experiences concisely. During the interview, listen carefully to questions and respond thoughtfully, demonstrating your strong verbal communication skills.