Client Relationship Manager

Office Angels; Manchester; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Health Insurance

Pension Contribution Matching

Bonus Opportunities

Job summary

Office Angels in Manchester City Centre is seeking a Client Relationship Manager to join their finance-focused team on a permanent basis. You will guide clients through the financial planning journey, from first enquiry to ongoing support, ensuring a warm, professional experience.

The role emphasizes relationship-building, coordinating with advisers, keeping clients informed, and delivering an outstanding service.

Qualifications

• Attitude over experience; proactive individuals welcome.
• Process-driven with a focus on improvement.
• Resilience and a positive attitude in challenging situations.
• Strong problem-solving to deliver customer-focused solutions.
• Excellent written and verbal communication.
• Sales mindset with the confidence to close opportunities.
• Professionalism, discretion and integrity.
• Ability to thrive in a fast-paced environment.
• Ownership of your work and high-quality delivery.
• Adaptable to change and new challenges.

Responsibilities

• Build Trust: Establish meaningful relationships with clients and understand their needs.
• Deliver Excellence: Coordinate with Financial Advisers and the team for a seamless client experience.
• Keep Clients Informed: Schedule key meetings and update clients on progress.

Skills

Process-driven

Resilience

Problem-solving

Intuition

Sales mindset

Excellent communicator

Ownership

Adaptable

Team collaboration

Job description

Client Relationship Manager

Manchester City Centre - office based

£35,000 - £40,000 basic + bonus

Are you ready to make a significant impact in the finance industry? Our client, a leading organisation based in the City Centre of Manchester, is seeking a passionate Client Relationship Manager to join their dynamic team on a permanent basis. If you're enthusiastic about helping clients achieve their financial goals, this role is for you!

This role is working for a start up so we are looking for proactive, driven and motivated individuals who want to grow with the business.

About the Role:

As a Client Relationship Manager, you'll be the cornerstone of our client journey. Your mission? To ensure every interaction is warm, professional, and reassuring-from the very first enquiry to the later stages of the financial planning process. Here's what you can expect:

• Build Trust: Establish meaningful relationships with clients by understanding their needs and providing guidance every step of the way.
• Deliver Excellence: Coordinate with Financial Advisers and the wider team to ensure a seamless and outstanding client experience.
• Keep Clients Informed: Arrange key meetings and keep clients updated on progress, reflecting our commitment to service and professionalism.

What We're Looking For:

We value attitude over experience! You'll thrive in this role if you:

• Are process-driven and always looking for ways to improve.
• Show resilience and maintain a positive attitude in challenging situations.
• Possess strong problem-solving skills to find customer-focused solutions.
• Have excellent intuition to understand and adapt to client needs.
• Enjoy collaborating with a team to contribute to shared success.
• Are an excellent communicator, both verbally and in writing.
• Have a natural sales mindset, with the confidence to close opportunities and handle objections professionally.
• Maintain the highest levels of professionalism, acting with discretion and integrity.
• Thrive in a fast-paced environment, balancing priorities and meeting deadlines.
• Take ownership of your work, ensuring high-quality outcomes.
• Are adaptable, embracing change and responding positively to new challenges.

Your Experience:

Previous experience in a client-facing, sales, or account management role is essential. You should have a proven ability to manage multiple tasks, communicate confidently via phone and email, coordinate appointments, and deliver exceptional service. Experience in a structured, process-driven environment where accuracy and attention to detail are key will set you up for success.

What's in it for You?

Join our client's committed team and enjoy a competitive salary ranging from £35,000 to £40,000 per annum. In addition to a supportive work environment, you'll benefit from:

• Health Insurance: Comprehensive health coverage for peace of mind.
• Pension Contribution Matching: Secure your future with our generous pension scheme.
• Bonus Opportunities: Your hard work deserves to be rewarded!

We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels UK is an Equal Opportunities Employer.