Client Relationship Manager

TN United Kingdom; Oxford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial services company in Oxford seeks a Client Relationship Manager to support administrative operations and client interactions. This full-time role offers competitive salary and benefits, including flexible working and opportunities for career development. Ideal candidates should possess strong communication skills and a proactive approach to client management.

Benefits

Flexible working

Pension

Private medical insurance

On-street parking

Qualifications

• Proven experience in office administration support.
• Strong business administration skills.
• Experience in a client-facing role.

Responsibilities

• Manage email and diary for the Business Owner.
• Handle correspondence with clients and stakeholders.
• Prepare client files and ensure compliance.

Skills

Communication

Organization

Client Relationship Management

Multitasking

Job description

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This is a fantastic opportunity for an experienced administrator and client services coordinator to join a small and growing company and play an integral role in its development.

Client Relationship Manager Responsibilities

The Client Relationship Manager will support the Business Owner in ensuring the smooth day-to-day administrative operations of the business and assist with diary and workload management.

This is a busy and varied role, and your duties will include but are not limited to:

1. Email and diary management
2. Correspondence with external stakeholders and clients via email, calls, and face-to-face meetings
3. Preparation of written correspondence ensuring compliance and confidentiality
4. Handling systems and IT issues in liaison with the IT & Admin Centre
5. Preparation and signing of client files, and collating relevant data

Client Relationship Manager Rewards

Our client offers a competitive salary and benefits, including flexible working, pension, private medical insurance, and on-street parking near the office.

This is a full-time, permanent position working Monday to Friday. You will be based in the South Oxfordshire office five days a week, with some ad hoc home working as needed and at the discretion of the Manager.

There is scope for career development without a glass ceiling, opportunities to increase salary based on performance, and a performance-related bonus.

The Company

Our client operates within the financial services sector.

Client Relationship Manager Experience

Successful candidates will have a genuine interest in financial services, strong business administration skills, and proven experience in an office or business environment. You should be outgoing, confident, resilient, and comfortable in a client-facing role. You should be adept at liaising with suppliers and clients via phone, enjoy speaking with potential and current clients, and be capable of building strong working relationships. You should also be willing to engage with the community to help grow the client base.

If interested in developing a career as a Paraplanner, there will be opportunities to take on more duties and interact with clients as you learn. If your focus is more on administration, you can help improve processes and eventually progress to an Office Manager role as the team expands. However, the primary requirement is a willingness to handle administrative tasks.

This is a client relationship role, requiring strong networking, excellent written and verbal communication skills, and the ability to manage your workload independently. You should be curious, eager to learn about clients, and enjoy human interaction. Proven experience in office administration support, including diary and email management, data gathering, letter writing, client servicing, and meeting scheduling, is essential. You should be organized, proactive, self-motivated, detail-oriented, and capable of multitasking and prioritizing a varied workload.