Relationship Manager

Intrinsic Financial Ltd; Wolverhampton; On-site; GBP 30,000 - 42,000; Full time

Job summary

Intrinsic Financial Ltd. is seeking a Relationship Manager to act as the primary liaison for clients, building strong relationships and delivering proactive, personalised service.

You will collaborate with the accounting team to coordinate onboarding, handle queries and deadlines, and identify opportunities to expand services within existing client relationships. The role requires exceptional communication, organisational and confidentiality skills, with a focus on delivering accurate records

Qualifications

• Experience in client relationship management.
• Clear and professional communication by phone, email and in person.
• Organise and manage a client portfolio, prioritise tasks and deadlines.
• Maintain accurate client records with attention to detail.
• Handle confidential financial and personal information discreetly.

Responsibilities

• Serve as the main point of contact for clients.
• Coordinate onboarding with the accounting team to ensure smooth setup.
• Manage client queries, deadlines and follow-ups.
• Identify opportunities to upsell or provide additional services.
• Keep clients informed about progress and actions taken.

Skills

Client relations

Communication

Organization

Customer service

Commercial awareness

Teamwork

Attention to detail

IT proficiency

Accounting awareness

Discretion

Tools

Microsoft Office

Client management systems

Xero

Job description

As a Relationship Manager at Intrinsic Financial, you will be the main point of contact for clients, building strong relationships and ensuring they receive a proactive, personal service. You will work closely with our accounting team to coordinate onboarding, manage queries and deadlines, and keep clients informed. You will also identify opportunities to support clients with additional services, helping them get more value from their relationship with the firm.

Client relationship management: Build trust and maintain strong client relationships.Communication: Explain information clearly and professionally by phone, email and in person.Organisation: Manage a client portfolio, prioritise tasks and monitor deadlines.Customer service: Handle queries promptly and resolve concerns confidently.Commercial awareness: Understand clients’ needs and identify suitable additional services.Teamwork: Coordinate effectively with accountants, bookkeepers and payroll staff.Attention to detail: Maintain accurate client records and follow up on outstanding information.IT proficiency: Confident using Microsoft Office and client management systems; familiarity with Xero is advantageous.Accounting awareness: A basic understanding of accounts, tax, VAT and payroll is desirable.Discretion: Handle sensitive financial and personal information confidentially.