Client Relationship Manager (Private Wealth Management), Near Chelmsford, Essex, £26,000 - £32,000

Financial Divisions; Chelmsford; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established wealth management firm seeks a Client Relationship Manager to enhance client experiences and ensure effective communication. This role offers a unique opportunity to work in a nurturing environment that values ethical financial advice and client loyalty. You will be integral in managing client relationships, updating CRM systems, and facilitating seamless communication between clients and advisors. This is an exciting chance to grow within a supportive team, contributing to a practice that prioritizes client satisfaction and career development.

Qualifications

• Exceptional attention to detail and strong organizational skills.
• Proficient in CRM systems, ideally within financial services.

Responsibilities

• Prepare and send post-review letters after client meetings.
• Monitor CRM dashboards and notify advisors of client updates.

Skills

Organizational Skills

CRM Knowledge

Communication Skills

Problem-Solving

Tools

CRM Systems

Job description

An excellent opportunity has arisen for a well-established Wealth Management firm near Chelmsford, Essex. Due to expansion and internal promotion, they are seeking a Client Relationship Manager to join their team, offering a clear career progression. This role is ideal for candidates looking to expand their network within a growing, collaborative environment.

The firm has been providing high-quality financial and investment planning services for over 20 years. They prioritize their clients by offering non-jargon, ethical advice, which has resulted in high client loyalty. Their business is referral-based, emphasizing the strength of their reputation. The company values its staff, aiming to provide careers, not just jobs, and fosters a friendly, supportive, and nurturing workplace. Services include pension, investment, protection, intergenerational financial planning, as well as trust and estate planning, primarily serving Essex, Hertfordshire, and central London.

The ideal Client Relationship Manager will have:

1. Strong organizational and administrative skills with exceptional attention to detail.
2. Knowledge of CRM systems, preferably within financial services.
3. Excellent written and verbal communication skills with a professional, client-focused demeanor.
4. Ability to prioritize, manage multiple tasks, and work effectively within a team.
5. Proactive, flexible, and problem-solving mindset.

Key responsibilities include:

• Preparing and sending post-review letters after annual client meetings, updating CRM records, and coordinating follow-ups such as withdrawals or fund switches with the administration team.
• Monitoring CRM dashboards to identify clients with potentially terminated ongoing fees, ensuring protocols are followed, and notifying advisors.
• Keeping advisors informed to facilitate review meetings by sending timely fee warning and final notice letters.

This role offers an excellent chance for a talented individual to join an established yet growing practice with a supportive culture that puts clients first. You will play a vital role in ensuring ongoing success.

If interested, please contact or send your CV to Sam at Financial Divisions.

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