Relationship Manager — Client Success & Onboarding

Intrinsic Financial Ltd; Wolverhampton; In loco; GBP 30.000 - 42.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client relations

Communication

Organization

Customer service

Commercial awareness

Teamwork

Attention to detail

IT proficiency

Accounting awareness

Discretion

Strumenti

Microsoft Office

Client management systems

Xero

Descrizione del lavoro

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