Client Relationship Manager | Growth & Client Experience

Ellis James Partners Limited; Cheltenham; On-site; GBP 28,000 - 35,000; Full time

Benefits offered by this job

30 days holiday

Annual bonus

Study support

Pension scheme

Sick pay

Bupa

Birthday day off

Team events

Referral commission

Charity foundation

Career progression

Job summary

Ellis James Partners Limited in Cheltenham is seeking a dedicated SJP Client Relationship Manager to support a busy client base and work closely with Advisers and the wider team.

This role covers handling client enquiries and applications, maintaining accurate records, coordinating reviews, and assisting with adviser administration to keep processes running smoothly. A strong client service focus and excellent organisation are essential.

Qualifications

• St James's Place experience is essential.
• Excellent client service and administration skills.
• Ability to manage multiple priorities in a busy environment.

Responsibilities

• Act as a key client contact, delivering responsive service.
• Manage client cases and support applications end-to-end.
• Coordinate with providers and third parties to keep processes moving.
• Maintain accurate client records and internal systems.
• Support Advisers with administration and meeting preparation.
• Assist in coordinating client reviews and follow-ups.
• Work with Head of Client Relations to improve processes.
• Support the office with day-to-day administration.

Skills

Client relationship

High organisation

Attention to detail

Strong communicator

Team player

Job description

Ellis James Partners Limited in Cheltenham is seeking a dedicated SJP Client Relationship Manager to support a busy client base and work closely with Advisers and the wider team.

This role covers handling client enquiries and applications, maintaining accurate records, coordinating reviews, and assisting with adviser administration to keep processes running smoothly. A strong client service focus and excellent organisation are essential.