Client Relationship Manager

Eden Rose; Oldbury; On-site; GBP 25,000 - 35,000; Full time

Job summary

Eden Rose is seeking a Client Relationship Manager in Oldbury to support advisers and deliver an exceptional client experience within a growing wealth management firm.

You will manage a portfolio of clients, handle administration, process new business, and maintain CRM systems, ensuring compliant, high-quality client service across the advice process.

Qualifications

• Experience in Wealth Management or Financial Services.
• Strong administration and client relationship management skills.
• FCA regulation knowledge is beneficial.
• Excellent organisational skills and attention to detail.
• Excellent communication and client-focused approach.

Responsibilities

• Manage a portfolio of clients and maintain accurate client records
• Act as a key point of contact for client enquiries, providing a professional and efficient service
• Prepare client documentation and meeting packs for advisers
• Process new business applications and monitor cases through to completion
• Liaise with providers, platforms and third parties to obtain information and progress client requests
• Maintain and update CRM and back-office systems
• Support advisers with client reviews and ongoing servicing requirements
• Ensure all documentation meets compliance and regulatory requirements
• Assist with the preparation of suitability reports and financial planning documentation
• Build strong working relationships with clients, advisers and external providers

Skills

Client relationship management

Administrative skills

Communication skills

Attention to detail

Organisational skills

Tools

Intelligent Office

Xplan

Job description

• Location: Oldbury, West Midlands
• Type: Permanent
• Job #91015
• Salary: £25,000 - £35,000 Per Annum

The Opportunity

An established and growing Wealth Management firm is seeking a Client Relationship Manager to join its team. This is an excellent opportunity for an experienced financial services professional to play a key role in supporting advisers and delivering an exceptional client experience. You will act as a central point of contact for clients, providers and internal stakeholders, ensuring the smooth management of client relationships and administration throughout the advice process.

Key Responsibilities

• Manage a portfolio of clients and maintain accurate client records
• Act as a key point of contact for client enquiries, providing a professional and efficient service
• Prepare client documentation and meeting packs for advisers
• Process new business applications and monitor cases through to completion
• Liaise with providers, platforms and third parties to obtain information and progress client requests
• Maintain and update CRM and back-office systems
• Support advisers with client reviews and ongoing servicing requirements
• Ensure all documentation meets compliance and regulatory requirements
• Assist with the preparation of suitability reports and financial planning documentation
• Build strong working relationships with clients, advisers and external providers

About You

• Previous experience within Wealth Management, Financial Planning or Financial Services
• Strong administration and client relationship management skills
• Experience processing new business and liaising with providers
• Good understanding of FCA-regulated environments
• Excellent organisational skills and attention to detail
• Strong communication skills and a client-focused approach
• Experience using Intelligent Office, Xplan or similar back-office systems would be advantageous