Client Relationship Manager

Aaron Wallis Sales Recruitment; Greater London; Remote; GBP 50,000 - 100,000; Full time

Job summary

Aaron Wallis Sales Recruitment is recruiting for a Client Relationship Manager in the Financial Services sector. This remote-friendly role will focus on managing and developing relationships with business owners, property investors and high-net-worth individuals.

You will onboard new clients and oversee ongoing account management, working closely with senior directors and tax advisers to deliver a seamless, personalised client experience.

Qualifications

• Experience working in financial services, wealth management, banking or professional services.
• Excellent relationship-building and communication skills.
• Confident dealing with business owners, senior professionals and high-net-worth clients.

Responsibilities

• Client Relationship Management—build and maintain long-term relationships with existing clients.
• Client Onboarding—manage onboarding and coordinate documentation for a positive first experience.
• Account Management—oversee client accounts and monitor progress.
• Internal Coordination—to liaise with directors, tax advisers and admin teams to deliver client requirements.
• Client Retention & Development—identify opportunities to extend services within clients.
• CRM Management—maintain accurate client records and manage outstanding actions.

Job description

Client Relationship Manager – Financial Services

Remote Working | Ideally London / South East Based

£50,000 Basic | £100,000 OTE | Relationship-Focused Role

Love building client relationships but tired of constantly chasing new business?

If you're currently working in financial services, wealth management, banking or professional services and would prefer to spend more time developing client relationships rather than continually prospecting for new business, this could be the perfect opportunity.

We're recruiting for an award-winning, growing specialist tax advisory firm seeking a commercially minded Client Relationship Manager to own client relationships and deliver an exceptional client experience.

This is a predominantly relationship-led role, offering remote working, excellent earning potential and the opportunity to work closely with an established portfolio of business owners, property investors and high-net-worth individuals.

The Role

You'll become a key point of contact for clients, managing their journey from initial onboarding through to ongoing account management.

Working closely with senior directors and specialist tax advisers, you'll ensure every client receives a seamless, professional and personalised service.

Your responsibilities will include:

• Client Relationship Management – Building and maintaining strong, long-term relationships with existing clients.
• Client Onboarding – Managing the onboarding process, coordinating documentation and ensuring a positive first experience.
• Account Management – Overseeing client accounts, monitoring progress and keeping clients informed.
• Internal Coordination – Liaising with directors, tax advisers and administrative teams to ensure client requirements are delivered efficiently.
• Client Retention & Development – Identifying opportunities to strengthen relationships and introduce additional services.
• CRM Management – Maintaining accurate client records, managing outstanding actions and ensuring effective communication.

About You

We're particularly interested in candidates currently working in financial services or a related professional services environment who enjoy the relationship-building side of their role.

You might currently be working as a Business Development Executive, Business Development Manager, Account Manager, Relationship Manager or Client Development Manager.

You bring:

• Experience working in financial services, wealth management, banking, tax, accountancy or professional services.
• Excellent relationship-building and communication skills.
• Confidence dealing with business owners, senior professionals and high-net-worth clients.
• Strong organisational skills and attention to detail.
• A commercial mindset, with a genuine passion for client service.
• The ability to manage multiple client relationships and coordinate internal teams.

You don't need to be a tax specialist.

We're looking for someone who can build trust, manage relationships and deliver an outstanding client experience.

The Package

• Remote working – ideally based within commutable distance of London
• Established and growing client relationships
• A consultative role with less emphasis on cold business development
• Opportunity to work alongside experienced directors and specialist advisers

Ready for a More Relationship-Focused Career?

If you've built your career in financial services sales or business development but would now prefer to focus on managing clients, developing relationships and delivering exceptional service, we'd love to hear from you.

Enjoy the relationship-building side of sales without giving up the earning potential.