Client Manager

Job Title: Client ManagerLocation: ManchesterSalary: Up to £30,000 per annum

About the Client:Our client is a respected leader in the financial services and wealth management sector, renowned for providing bespoke financial advice and exceptional client service. With a commitment to building long-term relationships and delivering tailored solutions, they are looking for an experienced Client Manager to join their Manchester team.

Role Overview:The Client Manager will play a pivotal role in managing and developing client relationships, ensuring the delivery of high-quality service and support to meet clients' financial needs. This role requires a strong background in financial services or wealth management, coupled with excellent communication and organisational skills.

Key Responsibilities:

• Act as the primary point of contact for an assigned portfolio of clients, ensuring their needs are met promptly and professionally.
• Build and maintain strong client relationships, fostering trust and loyalty.
• Assist clients with their financial planning requirements, coordinating with advisers and other professionals as needed.
• Prepare and review client documentation, ensuring accuracy and compliance with regulatory requirements.
• Liaise with internal teams to ensure a seamless client experience, resolving any issues or queries effectively.
• Monitor client accounts and keep clients informed of updates, changes, or opportunities relevant to their portfolios.
• Provide administrative support to advisers, including scheduling meetings, preparing reports, and maintaining records.
• Identify opportunities to enhance client services and contribute to the continuous improvement of processes.

Key Requirements:

• Proven experience in financial services or wealth management is essential.
• Strong understanding of financial products and services.
• Excellent interpersonal skills with the ability to build and maintain relationships.
• High attention to detail and a commitment to delivering exceptional service.
• Strong organisational and time management skills with the ability to prioritise tasks effectively.
• Proficient in Microsoft Office and experience with CRM systems.
• Knowledge of regulatory requirements and compliance standards in the financial services sector.

Desirable:

• Relevant industry qualifications (e.g., CII, CISI, or equivalent) or a willingness to work towards them.
• Experience in a client-facing role within a financial planning or wealth management firm.

Benefits:

• Hybrid working
• Amazing holidays (33 days + bank holidays)
• Access to a Financial Adviser
• Contributory pension
• Prestigious office located in the city centre
• Discounted NCP car parking in Manchester
• Discounts and exclusive offers from our preferred partner brands throughout the UK