Wealth Management Client Relations Specialist – Fixed-Term

Staffpower Group; Newcastle upon Tyne; On-site; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Company pension contribution

33 days annual leave

Enhanced maternity/paternity/adoption

Life Assurance

EAP

Job summary

Staffpower Group, a leading UK wealth management firm, is seeking several Inbound Client Relationship Managers on a 4-month fixed-term contract.

You will handle specialist client queries, often more complex or sensitive, with longer conversations to ensure complete resolution and high client satisfaction.

Role based in Newcastle upon Tyne features a fast-paced, high-volume environment, with potential for permanent employment and a range of benefits.

Qualifications

• Excellent communication and interpersonal skills with a professional and empathetic approach.
• Experience within a client service focused role, retail, hospitality, office administration.
• Proven ability to handle complex queries and deliver client-focused solutions.
• Confident using technology and CRM systems.
• Strong attention to detail and ability to manage multiple client cases.
• Proactive problem-solving mindset with a genuine focus on client outcomes.

Responsibilities

• Manage outbound client communications via phone, email, and video calls, providing expert and empathetic support.
• Take ownership of client issues, ensuring full resolution and timely follow-up.
• Handle specialist or complex queries relating to investments, pensions, or financial planning.
• Conduct proactive client check-ins to maintain engagement and satisfaction.
• Manage administrative tasks including updating records, tracking cases, and following up outstanding actions.
• Collaborate closely with internal departments to deliver a seamless client experience.
• Maintain up-to-date knowledge of company updates, product changes, and regulatory requirements.

Skills

Excellent communication

Client-focused

CRM experience

Problem solving

Attention to detail

Multitasking

Tools

CRM systems

Job description

Staffpower Group, a leading UK wealth management firm, is seeking several Inbound Client Relationship Managers on a 4-month fixed-term contract.

You will handle specialist client queries, often more complex or sensitive, with longer conversations to ensure complete resolution and high client satisfaction.

Role based in Newcastle upon Tyne features a fast-paced, high-volume environment, with potential for permanent employment and a range of benefits.