At a Glance
- Tasks: Manage client onboarding and build strong relationships in a dynamic financial services environment.
- Company: Join a leading global Financial Services firm with a collaborative culture.
- Benefits: Competitive salary, bonus, excellent benefits, and ongoing training.
- Other info: Great career progression opportunities in a supportive team.
- Why this job: Make a real impact by enhancing client experiences and driving business growth.
- Qualifications: Experience in Client Relationship Management and strong communication skills required.
The predicted salary is between 60000 - 80000 £ per year.
An exciting opportunity has arisen for an experienced Client Relationship Manager to join a leading global Financial Services organisation. This is a client-facing role focused on delivering an exceptional onboarding experience, building long-term client relationships, and supporting the continued growth of a market-leading deposit platform.
Key responsibilities:
- Manage the end-to-end client onboarding process, ensuring a seamless experience from initial engagement through to account activation.
- Build and maintain strong client relationships, providing outstanding service and ongoing support.
- Work closely with Sales, Compliance, Operations and Client Services teams to ensure smooth delivery throughout the client lifecycle.
- Respond to client enquiries, resolve issues, and identify opportunities to increase client engagement.
- Produce management information, analyse client data, and support business growth initiatives.
- Create client presentations and reports using Excel and PowerPoint.
About you:
- Previous experience in Client Relationship Management, Client Services or Account Management within Financial Services.
- Experience supporting client onboarding and account opening processes.
- Excellent communication and relationship-building skills.
- Highly organised with strong analytical abilities.
- Advanced Excel and PowerPoint skills.
Offering an excellent benefits package, ongoing training and genuine career progression, this is a fantastic opportunity to join a growing and collaborative business. Apply today to find out more.
We think you need these skills to ace Client Relationship Manager - Leading Financial Services firm
Client Relationship Management
Onboarding Process Management
Client Services
Account Management
Communication Skills
Relationship-Building Skills
Analytical Abilities
