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- Tasks: Be the go-to person for Financial Advisers and clients, ensuring seamless communication.
- Company: Join a high-performing team at TPO, dedicated to client excellence.
- Benefits: Enjoy a bonus scheme, private healthcare, and a supportive wellbeing programme.
- Other info: Full support for professional qualifications and a vibrant team culture.
- Why this job: Build meaningful relationships while making a real impact in clients' financial journeys.
- Qualifications: Strong people skills and experience in client management are essential.
The predicted salary is between 36000 - 60000 £ per year.
As a Client Relationship Manager (CRM), you will be the first point of contact for our Financial Advisers and clients, you will be working within a high performing team of CRM’s building and maintaining close relationships with both advisers and clients.
You will be the key contact within TPO to support Advisers to the highest level of excellence, maintaining an awareness of client activity and ongoing cases in order to ensure a seamless end to end process for our clients. You will own the client relationship from the very start to the end of their journey with TPO and be responsible for supporting them with all correspondence, questions and concerns.
Responsibilities
- To be the key contact for Financial Advisers.
- To be the first point of contact for clients and ensure all questions and queries are responded to as soon possible.
- Being the “go to person” for Advisers for day to day client/case specific queries including work priorities within your team of CRMs.
- Provide excellent telephone-based service to our clients and Financial Advisers.
- Responsible for the client onboarding journey, including obtaining About You/KYC information and ensuring all paperwork and ID information has been received.
- Ownership of the Curo record, ensuring it’s accuracy and maintenance including when a client requests a change of personal information.
- Responsible for pre and post review planning, including contacting the client to arrange a meeting and/or requesting updated information and documentation in advance.
- Owns the post meeting outcomes, including creating a task for advice where applicable or completing the review and communicating to the client.
- Responsible for daily collaboration with CRM team and maintains an awareness of all Adviser needs, including where holiday or sickness cover is required.
Benefits
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
*after qualifying period
Knowledge, Skills and Experience
- Ability to work under pressure and multi-task on a day-to-day basis
- Excellent people skills
- Experience as a Senior CDA or Team Leader
- Working to deadlines and meeting high targets
- Confident in managing relationships with both advisers and your team
- Ability to delegate and workflow manage within your team of CRMs
- Excellent communication skills
- Building strong and effective working relationships with Advisers, Clients and the wider business
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Client Relationship Manager employer: The Private Office LLP
Contact Detail:
The Private Office LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager
✨Tip Number 1
Familiarise yourself with the financial services industry and the specific needs of Financial Advisers. Understanding their challenges and how you can support them will make you a more attractive candidate.
✨Tip Number 2
Develop your communication skills, especially over the phone. Since you'll be providing telephone-based service, practice clear and concise communication to ensure you can handle client queries effectively.
✨Tip Number 3
Showcase your ability to manage multiple tasks and work under pressure. Think of examples from your past experiences where you've successfully juggled various responsibilities while maintaining high standards.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with potential colleagues and gain insights into the role of a Client Relationship Manager.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management. Emphasise your ability to build and maintain relationships, as well as any experience you have in a similar role.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about the role of Client Relationship Manager. Mention specific skills that align with the job description, such as excellent communication and multitasking abilities.
Showcase Relevant Experience: When detailing your work history, focus on experiences that demonstrate your ability to manage client relationships effectively. Use examples that showcase your problem-solving skills and ability to work under pressure.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Client Relationship Manager.
How to prepare for a job interview at The Private Office LLP
✨Showcase Your People Skills
As a Client Relationship Manager, your ability to connect with people is crucial. Be prepared to share examples of how you've built strong relationships in previous roles, especially with clients and colleagues.
✨Demonstrate Your Multitasking Ability
The role requires juggling multiple tasks under pressure. During the interview, highlight instances where you've successfully managed competing priorities and met deadlines without compromising on quality.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and how you handle client queries. Think of specific scenarios from your past experience where you resolved issues effectively and maintained client satisfaction.
✨Familiarise Yourself with the Company
Research TPO and understand their values, services, and the financial advisory landscape. Being knowledgeable about the company will not only impress the interviewers but also help you tailor your responses to align with their goals.