At a Glance
- Tasks: Lead a team to manage client relationships and drive account growth.
- Company: Dynamic company focused on exceptional client service and teamwork.
- Benefits: Competitive salary, career development, and a supportive work environment.
- Other info: Fast-paced environment with opportunities for continuous improvement and innovation.
- Why this job: Make a real impact by building strong client relationships and leading a motivated team.
- Qualifications: 3+ years in client management, strong leadership, and communication skills.
The predicted salary is between 30000 - 40000 £ per year.
As Client Relationship Manager / Team Leader, you will be responsible for managing a portfolio of assigned clients while providing day-to-day leadership and direction to the Client Services team. Your primary objectives are to develop and maintain long-term client relationships, safeguard revenue, identify opportunities for account growth, and ensure the consistent delivery of exceptional service standards. You will lead by example, acting as a role model for customer service excellence, accountability and collaboration. Alongside managing client relationships, you will coach, support and develop team members, ensuring workloads are effectively managed and departmental objectives are achieved. Working in a fast-paced and ever-changing environment, you will balance multiple priorities, stakeholders and client requirements. You will be expected to identify opportunities for continuous improvement, implement innovative solutions, challenge existing processes where appropriate, and contribute to the ongoing development of both the Client Services function and the wider business.
Key Responsibilities & Accountabilities:
- Build and maintain strong relationships with key stakeholders across an assigned client portfolio
- Encourage account growth, contract development and long-term client retention
- Manage client expectations through regular communication and proactive account management
- Develop and maintain Account Development Plans aligned to client business objectives
- Gather and analyse data relating to client mailing programmes and business activity
- Produce accurate reports, insights and recommendations to support client decision-making
- Advise clients on efficient, compliant and commercially beneficial mailing solutions
- Liaise with internal and external stakeholders to identify and implement the best solutions for client requirements
- Plan and conduct formal client review meetings and internal service reviews
- Create and maintain structured contact plans for key client accounts
- Act as the primary point of contact for client issues, complaints and service escalations
- Take ownership of issues through to resolution, ensuring timely communication and stakeholder updates
- Support new client onboarding and implementation activities to ensure a seamless customer experience
- Ensure both the business and clients operate in accordance with contractual and compliance requirements
- Collaborate closely with Sales, Operations and Senior Management teams to deliver agreed service levels
- Manage cross-functional relationships to ensure client requirements are fulfilled within agreed SLAs
- Provide day-to-day leadership, guidance and support to Client Services team members
- Allocate workloads and priorities to ensure operational efficiency and service delivery targets are met
- Conduct regular one-to-one meetings, coaching sessions and performance discussions with team members
- Identify training and development needs and support individual development plans
- Monitor team performance against KPIs, productivity measures and customer service standards
- Support recruitment, onboarding and induction of new team members
- Act as a first point of escalation for complex client, operational and team-related issues
- Drive continuous improvement initiatives and encourage best practice across the department
- Promote a positive, collaborative and high-performing team culture
- Provide support and cover for the Head of Client Services when required
- Maintain awareness of industry developments and apply relevant best practices to improve overall service delivery
Skill Set:
- Previous experience leading, supervising, mentoring or coaching a team
- Strong ability to establish and maintain trusted relationships at all organisational levels
- Excellent client-facing communication, presentation and negotiation skills
- Demonstrable leadership capability with the ability to motivate and develop others
- Strong organisational, planning and workload management skills
- Excellent attention to detail and ability to identify opportunities to deliver mutually beneficial outcomes
- Advanced problem-solving, complaint resolution and stakeholder management skills
- Ability to manage conflicting priorities in a fast-paced environment
- Customer-focused approach with a commitment to service excellence
- Competent in Microsoft Office applications including Word, Excel and PowerPoint
- Salesforce CRM experience desirable
- Calm, confident and professional approach when managing challenging situations
- Full UK Driving Licence
Please note, a minimum 3 years’ experience in Account Management, Client Relationship Management or a similar customer-facing role is required.
Client Relationship Manager (Pensions & in Alfreton employer: Citipost Mail
As a Client Relationship Manager at our company, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer comprehensive training programmes, a collaborative culture, and the opportunity to lead a dedicated team while building long-lasting client relationships. Our commitment to excellence and innovation ensures that you will be part of a forward-thinking organisation that values your contributions and fosters a sense of belonging.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (Pensions & in Alfreton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Citipost Mail. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager (Pensions & in Alfreton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Citipost Mail.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Citipost Mail's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Citipost Mail
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citipost Mail.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Citipost Mail will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Citipost Mail employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
