Client Relations Manager

Client Relations Manager

Salisbury Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build and manage relationships with adviser firms while providing exceptional service.
  • Company: Nucleus Financial, a forward-thinking company focused on client relations.
  • Benefits: Generous benefits including pension, bonus, flexible working, and health initiatives.
  • Why this job: Be the trusted face of Nucleus, making a real impact in client relations.
  • Qualifications: Strong communication skills and a proactive attitude towards problem-solving.
  • Other info: Dynamic work environment with opportunities for personal and professional growth.

The predicted salary is between 28800 - 43200 £ per year.

As a Client Relations Manager within our Key Accounts team, you will own a range of responsibilities working closely alongside your Senior Client Relations Manager to support with the administration and management of their designated key firms. Managing the regional firms, on a reactive basis, for the team where no Senior Client Relations Manager is in place and being responsible for the service provided to these firms

The best thing about this role is the integral part you\’ll play in building relationships with new and existing adviser firms.

We\’ll be relying on you to provide exceptional service, ensuring our customers are at the heart of everything you do. You will manage your own portfolio of adviser partners and will work with people from across the business to ensure queries are dealt with efficiently, but always ensuring you achieve the best possible result for the customer.

You’ll be the face of Nucleus, someone who our advisers know they can trust and rely on to get things done, always with the best interests of their clients in mind. It goes without saying that you’ll be organised. You know that working in a collaborative way will result in better ideas and you’ll take a great deal of pride in how you manage your relationships with your advisers. You\’ll join an energetic and collaborative team that supports each other, always learning and developing – this is a brilliant opportunity to progress your career – and keep on developing it.

We are open to hybrid working and individual circumstances will be considered although a strong office presence is required to support our service model.

We\’d love you to apply if you have:

  • Providing extraordinary service to every adviser and client that you interact with and having an in depth understanding of our customer needs and how our platform and systems operate to meet them
  • Being responsible for various streams of communication including calls, email and any other correspondence while maintaining the appropriate audit.
  • Works in close partnership with firms to maximise their customer experience and supporting your Senior Client Relations Manager and other team members
  • Ensuring effective management and consideration of escalations, non-standard requests, and process queries, ensuring no impact to service delivery or experience for our customers.
  • Collaborating with others to deliver the best possible solutions even when under pressure.
  • Maintenance of processes and procedures, creating and agreeing documentation standards across your team/dept
  • Being proactive. Using your initiative to challenge the status quo and find better ways of doing things
  • Being responsible for planning and managing your own workload, taking ownership of deadlines and adherence to agreed KPIs and SLA’s while collaborating with and supporting other team members when needed.
  • Responsible for various streams of communication including calls, email and any other correspondence while maintaining the appropriate audit.
  • Positive attitude and ability to constantly adapt to a changing environment.
  • Living and breathing the Nucleus values and know how the approach you take impacts the client.
  • Taking accountability, if issues do arise, and ensure you see them through to resolution.
  • Taking ownership of your own development and embrace all opportunities to learn and grow.
  • In-depth product and process knowledge of financial products, legislation, and procedures, which includes understanding of our documentation requirements, how things are processed and can provide guidance to both customers and colleagues.
  • In-depth platform and industry knowledge, including detailed understanding on our platform, wrappers, and our proposition.
  • Possesses a deep understanding of firm’s structure and their proposition.
  • The ability to prioritise work in a fast-paced environment, to ensure the key things are responded to within agreed timescales.
  • A confident and natural communication style and like to collaborate.
  • An in-depth risk awareness – you understand and adheres to AML policy, verifying identity, data protection and security.
  • Understands and adheres to all regulatory and company specific policy.
  • Good judgement is key to get the right outcome for our clients and Advisers, through your understanding of jurisdiction limitations and our processes.
  • Understanding of control frameworks and how these impact on what you do day to day.
  • A bit about you

    Your friends would probably describe you as a ‘plate-spinner’. Someone who can keep multiple things progressing all at once and someone who can connect the dots with ease.

    You love working with others and get a real kick out of achieving the best outcomes for all involved. Inspiring will be your middle name as you advocate our vision and communicate with gusto and passion.

    At Nucleus, we’ve always placed high value in cultural contribution and growing our diversity of thought, over technical capability. But it would great if you had some of the following:

  • Exceptional relationship management skills and the ability to build strong relationships and influence at all levels
  • Excellent written and verbal communication skills
  • Experience and knowledge of departmental processes
  • Good working knowledge of Microsoft applications, particularly Excel
  • High standards of work with great accuracy and attention to detail
  • Strong organisation skills and ability to multi task effectively
  • Good analytical and problem-solving skills
  • A team player but also able to work independently
  • Positive and professional attitude
  • A little about us

    We are the Nucleus Group Services Limited and we help make retirement more rewarding. Here at Nucleus, people come first – whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

    Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

    Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

    Are we a perfect match? Check out this video and find out!

    Inclusion and diversity at Nucleus

    As with most things in life, who cares, wins. We really care about inclusion.

    For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

    More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

    At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

    If you’d like to find out more about us or the role, please get in touch with our recruitment team.

    Client Relations Manager employer: Nucleus Financial

    Nucleus Financial is an exceptional employer that prioritises employee growth and well-being, offering a supportive work culture where collaboration and innovation thrive. With a generous benefits package including a non-contributory pension, bonus schemes, and flexible working options, employees are empowered to achieve their best while maintaining a healthy work-life balance. Located in a dynamic environment, the role of Client Relations Manager allows you to build meaningful relationships with adviser firms, ensuring that customer satisfaction remains at the heart of everything we do.
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    Contact Detail:

    Nucleus Financial Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Client Relations Manager

    ✨Tip Number 1

    Network like a pro! Reach out to current or former employees at Nucleus Financial on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.

    ✨Tip Number 2

    Prepare for the interview by practising common questions related to client relations. Think about how you can showcase your ability to manage multiple tasks and build relationships, just like the role requires.

    ✨Tip Number 3

    Show off your problem-solving skills! Be ready to discuss specific examples where you’ve turned a challenging situation into a positive outcome. This will demonstrate your proactive approach and adaptability.

    ✨Tip Number 4

    Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the role can leave a lasting impression and keep you top of mind for the hiring team.

    We think you need these skills to ace Client Relations Manager

    Client Relationship Management
    Exceptional Customer Service
    Communication Skills
    Problem-Solving Skills
    Collaboration
    Time Management
    Adaptability
    Proactive Approach
    Understanding of Financial Products
    Knowledge of Regulatory Policies
    Risk Awareness
    Attention to Detail
    Workload Management
    Process Improvement

    Some tips for your application 🫡

    Tailor Your Application: Make sure to customise your CV and cover letter for the Client Relations Manager role. Highlight your experience in managing client relationships and providing exceptional service, as these are key aspects of the job.

    Showcase Your Communication Skills: Since you'll be the face of Nucleus, it's crucial to demonstrate your confident communication style. Use clear and engaging language in your application to reflect how you would interact with clients and colleagues.

    Highlight Your Proactivity: We love candidates who take initiative! Share examples of how you've challenged the status quo or improved processes in previous roles. This will show us that you're ready to make a positive impact at Nucleus.

    Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!

    How to prepare for a job interview at Nucleus Financial

    ✨Know Your Clients

    Before the interview, take some time to research Nucleus Financial and their key accounts. Understand their client base and what makes their service exceptional. This will help you demonstrate your commitment to providing extraordinary service and show that you’re ready to build strong relationships with adviser firms.

    ✨Showcase Your Communication Skills

    As a Client Relations Manager, effective communication is key. Prepare examples of how you've successfully managed client communications in the past. Be ready to discuss how you handle calls, emails, and other correspondence while maintaining professionalism and clarity.

    ✨Demonstrate Proactivity

    Nucleus values individuals who take initiative. Think of instances where you’ve challenged the status quo or found better ways to do things. Share these examples during your interview to highlight your proactive approach and ability to adapt to changing environments.

    ✨Understand the Industry

    Brush up on your knowledge of financial products, legislation, and the specific processes at Nucleus. Being able to discuss these topics confidently will show that you have the in-depth understanding necessary for the role and can provide valuable guidance to both customers and colleagues.

    Client Relations Manager
    Nucleus Financial
    Location: Salisbury
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