Client Relationship Manager

Artemis Clarke Ltd; Telford; On-site; GBP 42,000 - 58,000; Full time

Job summary

Artemis Clarke Ltd is seeking a Client Relationship Manager to collaborate with Advisers, Paraplanners and Client Service Administrators, supporting the management of client portfolios and ensuring exceptional client outcomes.

You will handle new business submissions, liaise with product providers, perform KYC/AML checks, maintain accurate records, and guide junior team members while upholding regulatory standards.

Qualifications

• Experience in IFA or financial services industries.
• Knowledge of financial products and liaising with providers.
• Experience with new business processing and tracking to completion.
• Good knowledge of compliance and regulatory procedures (KYC/AML).
• Confident using a back-office/CRM system.

Responsibilities

• Manage a portfolio of clients and maintain accurate client records.
• Prepare client files for meetings with relevant documentation and reports.
• Handle client queries and coordinate with Advisers for timely responses.
• Submit and process new business applications for all financial products.
• Liaise with product providers to track application progress.
• Ensure compliance checks (KYC/AML) are completed before submission.
• Maintain back-office systems with client details and investments updates.
• Prepare illustrations and basic suitability reports.
• Guide Client Service Administrators to meet quality and compliance standards.
• Regularly update clients on application or portfolio status.
• Build relationships with product providers, platforms and insurers.

Skills

Client relationship management

Liaising with financial providers

Back-office / CRM proficiency

Team leadership or mentorship

Regulatory compliance knowledge

New business processing

Tools

CRM software

Job description

Client Relationship Manager

Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Service Administrators, the role will support the management of client portfolios.

Key Responsibilities

• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, including gathering relevant documentation and reports.
• Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.
• Handling the submission and processing of new business applications for all types of financial products.
• Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.
• Ensuring all compliance requirements are met before submission, such as KYC and AML checks.
• Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates.
• Preparing illustrations and basic suitability reports based on advisers' recommendations.
• Providing guidance and support to Client Service Administrators, ensuring their work meets quality and compliance standards.
• Regularly communicating with clients to update them on the status of their applications or portfolios.
• Building and maintaining relationships with product providers, platforms, and insurers.

About You

• Previous IFA or financial services experience
• Good knowledge of financial products, services and liaising with financial providers
• Experience of new business processing, submitting proposals to tracking them to completion
• Good knowledge of compliance and regulatory procedures, document handling and data security
• Confident using a back-office/CRM system
• Team leadership or mentorship exposure is advantageous