Client Relations Manager (9 month FTC)

TN United Kingdom; Salisbury; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Relations Manager to enhance customer experience and manage key accounts. This role involves building strong relationships with adviser firms, ensuring exceptional service delivery, and collaborating across departments. The ideal candidate will have deep knowledge of financial products, excellent communication skills, and the ability to thrive in a fast-paced environment. Join a forward-thinking company that values diversity and promotes a culture of collaboration and innovation, while offering a rewarding career path and a supportive work environment.

Benefits

Pension

Bonus

Parental leave

Health initiatives

Flexible working

Qualifications

• Deep knowledge of financial products and legislation.
• Ability to prioritize in a fast-paced environment.

Responsibilities

• Provide outstanding service to advisers and clients.
• Manage escalations and non-standard requests effectively.

Skills

Relationship management

Excellent communication

Organizational skills

Analytical skills

Problem-solving skills

Job description

Client Relations Manager (9 month FTC), Salisbury

This role is based in Salisbury, United Kingdom, within the Customer Service category, and requires an EU work permit. The job reference is 1b06fcaee5c2, with 6 views, posted on 05.05.2025 and expiring on 19.06.2025.

Job Description

About the Role

As a Client Relations Manager in our Key Accounts team, you will support the administration and management of designated key firms, working closely with your Senior Client Relations Manager. You will manage regional firms, especially where no Senior Manager is assigned, and be responsible for the service provided to these firms.

You will play a vital role in building relationships with adviser firms, providing exceptional service, and ensuring customer needs are met efficiently. Your role involves managing your own portfolio, collaborating across departments, and maintaining high standards of service and professionalism.

Key responsibilities include:

1. Providing outstanding service to advisers and clients, understanding their needs, and ensuring platform and system operations meet those needs.
2. Handling communications via calls, emails, and other channels, maintaining proper records.
3. Partnering with firms to enhance their customer experience and supporting team members.
4. Managing escalations, non-standard requests, and process queries effectively.
5. Collaborating to find solutions under pressure.
6. Maintaining and improving processes and documentation standards.
7. Proactively seeking improvements and efficiencies.
8. Managing workload, deadlines, and KPIs.
9. Adapting to changing environments with a positive attitude.
10. Living the company's values and taking accountability for issues.
11. Fostering personal development and growth.

Preferred Qualifications

• Deep knowledge of financial products, legislation, and documentation requirements.
• Understanding of platform and industry specifics, including wrappers and propositions.
• Ability to prioritize in a fast-paced environment.
• Excellent communication skills and relationship management.
• Risk awareness, including AML policies and data security.
• Adherence to regulatory and company policies.
• Good judgment and understanding of jurisdictional limitations.
• Knowledge of control frameworks and their impact on daily tasks.

About You

You are a multitasker, a collaborator, and an inspiring communicator. You value diversity of thought and are committed to building strong relationships. Your skills include:

• Relationship management and influencing skills.
• Excellent written and verbal communication.
• Organizational and multitasking abilities.
• Analytical and problem-solving skills.
• A professional attitude and positive outlook.

About Us

We are Nucleus Financial Platforms, dedicated to making retirement more rewarding. We prioritize our people, fostering a culture of collaboration, innovation, and social responsibility. We offer benefits like a pension, bonus, parental leave, health initiatives, and flexible working.

We value inclusion and diversity, considering it essential for our success and relevance. We strive to create a fair and transparent financial services sector.

If interested, contact our People team for more information.