Client Relationship Manager

TipTopJob; Lancashire; On-site; GBP 28,000 - 32,000; Full time

Job summary

A growing financial advisory firm in Manchester is seeking a Client Relationship Manager to engage with clients and ensure excellent service. This role involves managing inquiries, booking meetings, and helping clients through their onboarding process. Ideal candidates will have strong relationship-building skills and a passion for customer service, even if they lack a financial background. Enjoy benefits like 25 days of holiday and profit-sharing bonuses.

Benefits

25 days holiday

8% matched pension contributions

Private health insurance

Monthly CRM bonus scheme

Annual profit bonus scheme

Qualifications

• Passion for customer service and managing relationships.
• Ability to connect with people and deliver high standards of service.

Responsibilities

• Be the first point of contact for new inquiries.
• Manage inbound and outbound client communications.
• Book follow-up meetings with advisors.
• Ensure clients receive standard service during onboarding.

Skills

Relationship building

Customer service

Communication

Job description

Location: Manchester, City Centre

Salary: A GBP 28,000 : A GBP 32,000 DOE.

Hours and contract basis: Full:time, permanent, Monday:Friday

Hawk3 Talent Solutions are recruiting on behalf of one a rapidly growing independent financial advisory business in the heart of Manchester. Due to internal promotion and growth, they are looking to hire a client relationship manager to join the team whilst launching a new business. This person will be the first point of call for new enquiries, so you need to be someone who is confident building relationships, have a passion for customer service and the journey of the customer. This is not another admin or coordination role : its your chance to become a key player in shaping customer experiences, strengthening client loyalty, and making a real difference in peoples financial journeys.

The Role

• You will be the face of the firm for new and existing clients
• Managing inbound enquiries of approx. 100 per week by making outbound introduction calls to discuss their requirements and the services the business offers to see if this is aligned
• Booking in qualified follow up meetings with advisors
• When a client is being onboarded you will be responsible for regular check ins to ensure the service is of standard and see if they need any additional assistance
• Work closely with internal team
• Suggesting improvements : your voice and ideas will be genuinely valued
  
  

While previous experience in financial services is a bonus, its not essential. What matters most is your ability to connect with people, deliver a high standard of service, and manage relationships with confidence and care.

Ideal Backgrounds Include

Recruitment

Account Management

B2B or B2C Sales

Customer Success / Client Services

Why Youll Love It Here

25 days holiday, 8 matched pension contributions, private health insurance, a monthly CRM bonus scheme, and an annual profit bonus scheme.

Join a business in the middle of an exciting growth journey with BIG plans

Industry:leading training and support : no financial background required

Clear progression opportunities and commission structure in place

A genuinely positive and collaborative team culture

Interviews are happening now : ideal start date is the 2nd week of September

If youre proactive, driven by quality, and thrive in a fast:paced environment where your efforts are rewarded : we want to hear from you

If you would like for the role of Client Relationship Manager then please to or call Jade on

Closing date is 08.09.2025 Please note this could change subject to suitable applications

Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client.

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Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future