Strategic Client Relations Lead (Hybrid)

Nucleus Financial; Ipswich; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

a non-contributory pension

bonus

enhanced parental leave

paid time off for emergencies

health and wellbeing initiatives

flexible working options

Job summary

Nucleus Financial, Ipswich, is seeking a Senior Client Relations Manager to oversee a portfolio of adviser firms and partner with account managers to deliver exceptional service. You will build trusted relationships, coordinate across teams, and ensure queries are resolved with the best client outcomes.

You’ll lead service calls, manage workloads to meet KPIs, and maintain robust documentation while embracing a collaborative, proactive approach in a hybrid work environment.

Qualifications

• In-depth product and process knowledge of financial products and platform procedures.
• In-depth platform and industry knowledge including our wrappers and proposition.
• Strong AML policy understanding and data protection awareness.
• Ability to prioritise work in a fast-paced environment and meet timescales.

Responsibilities

• Manage a portfolio of adviser firms and provide excellent service with aligned account managers.
• Lead regular service calls with firms to keep them informed and drive improvements.
• Coordinate with colleagues to ensure queries are resolved efficiently and with best outcomes.
• Handle escalations and non-standard requests while maintaining service delivery.
• Collaborate across teams to deliver effective solutions under pressure.

Skills

Customer service

Relationship management

Communication

Organisational skills

Multi-tasking

Problem solving

Attention to detail

Team player

Proactive / initiative

Account management

Tools

Excel

Power BI

Job description

Nucleus Financial, Ipswich, is seeking a Senior Client Relations Manager to oversee a portfolio of adviser firms and partner with account managers to deliver exceptional service. You will build trusted relationships, coordinate across teams, and ensure queries are resolved with the best client outcomes.

You’ll lead service calls, manage workloads to meet KPIs, and maintain robust documentation while embracing a collaborative, proactive approach in a hybrid work environment.