Client Relationship Manager

Walkers; London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading international law and professional services firm is seeking a Client Relationship Manager based in London. The role involves maintaining client portfolios, ensuring compliance, and enhancing client satisfaction. The ideal candidate will have a strong background in professional services, excellent interpersonal skills, and the ability to manage multiple tasks effectively. This position offers a hybrid working model, promoting a diverse and inclusive work environment.

Qualifications

• Minimum 5 years' experience in professional services or relationship management.
• Highly organised, detail-oriented, and able to multi-task.

Responsibilities

• Maintain a portfolio of clients and ensure compliance with requirements.
• Build trusted relationships with clients and act as a key point of contact.
• Support cross-selling of services to clients.

Skills

Organisational Skills

Interpersonal Skills

Analytical Skills

Communication

Education

Undergraduate Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

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We are a leading international law and professional services firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. With a global presence spanning the Americas, Europe, the Middle East and Asia, we advise on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Ireland and Jersey.

We treat everyone as the intelligent professional they are. Our approach is to trust and empower our people to deliver consistently, and enable them to succeed. Diversity is our secret weapon – it’s the sheer breadth of Walkers people that makes us who we are – gathered from across the globe and fluent in languages, jurisdictions and cultures that help us to mirror our clients and keep our own thinking in tune with the world in which we operate.

Office: London (hybrid 50%)

Based in the London office, the Client Relationship Manager will be responsible for the maintenance of a portfolio of clients including, all non legal communications (as related to non-billable work), and relationship building with these clients with a view to elevating levels of client service/ satisfaction, protection of the portfolio as well as expanding the portfolio across the Walkers business. Other ad hoc responsibilities as Senior Management shall from time to time determine.

Duties, Responsibilities & Person Specification

• Ensure good health of the CRM portfolio in respect of compliance with government and all statutory requirements, internal KYC/CDD and maintenance of AR within the CRM portfolio;

• Build trusted relationships with CRM portfolio clients on the back of pro-active, excellent client care with a view to becoming their go-to on all non legal queries and workflows;

• Act as a key point of contact for this portfolio of clients, between the client, WPS and the Law Firm, in supporting all administrative and compliance matters, as well as support for logging into client portals, billing enquiries and other non-billable/non-legal assistance;

• Work with Walkers Relationship Partners and other Senior WPS colleagues to strategise on the expansion/ cross-selling of WPS services to CRM portfolio clients, through the building of knowledge on CRM client business and requirements;

• Ensure socializing of WPS marketing materials to both clients and external intermediaries as appropriate;

• Engage with law firm and WPS marketing teams for seasonal client engagements and activities; and

• Other ad hoc projects or support on broader initiatives as maybe required within WPS from time to time.

Education, Skills & Experience

• The individual must hold an undergraduate degree;

• A minimum of 5 years' experience working in a professional services, business development or relationship management role;

• Individual must be highly organised and detail oriented, with strong administrative skills and the ability to multi-task;

• Strong general knowledge of the industry and market sector dynamics;

• Ability to meet strict deadlines and operate on their own initiative;

• Analytical approach; comfortable with processes; and able to work at pace either independently or with the broader team;

• Highly trustworthy with the ability to operate with discretion and sensitivity in an environment that is highly confidential;

• Excellent interpersonal skills and comfortable interacting with colleagues and clients at all levels;

• Exceptional written and verbal communications skills (through English);

• Highly digitally competent and expert user of Windows/Microsoft Word/Microsoft Excel/ Microsoft Outlook/Microsoft PowerPoint.

Walkers global is an equal opportunity employer. Equality and diversity are key to our global identity and an integral part of our goal to continue being an employer of choice. We are committed to a work environment that supports all individuals irrespective of gender, ethnicity, nationality, race, religion, marital status, age, disability, pregnancy, sexual orientation, gender identity or any other applicable legally protected characteristics. We make every effort to ensure that employment opportunities are open and accessible to all purely on the basis of personal ability.