Client Relationship Manager Job at Office Angels (City of London)

Client Relationship Manager

The Client Relationship Manager within BRE’s Partnerships Team is responsible fo...

Location

United Kingdom , Watford

Salary:

32000.00 - 36000.00 GBP / Year

BRE

Expiration Date

Until further notice

Requirements

Strong experience in building and managing client relationships, with a focus on delivering high levels of service and value
Proven ability to manage multiple client accounts and prioritise workloads effectively
Excellent organisational skills with a high level of accuracy and attention to detail
Confident communication skills, both written and verbal, with the ability to engage a range of stakeholders
Experience of coordinating internal teams and acting as a central point of contact for client activities
Ability to analyse performance data and produce clear, meaningful reports
Strong collaboration skills with the ability to work effectively across Business Development and Operations functions
Good working knowledge of Microsoft Office, particularly Excel

Job Responsibility

Manage and develop relationships with existing and prospective clients
Act as the main point of contact for client enquiries and coordinate internal responses
Support onboarding of new clients, including application processing
Monitor client performance and provide reporting and analysis to senior management
Coordinate cost proposals and manage invoicing processes with accurate record keeping
Work closely with Business Development and Operations teams to support account activities
Maintain regular communication with clients, sharing updates on products and services
Ensure internal procedures, guidance documents, and FAQs are kept up to date
Support marketing and business development initiatives, including event representation

What we offer

Pension scheme – 5% employer-matched contribution
Life assurance – 4x your basic salary
Enhanced maternity package
HealthPartners cashback scheme – Reclaim costs on prescriptions, physiotherapy, dental care, and more
Onsite facilities – Restaurant, nursery, and free parking, including at-cost EV charging points
Learning & development – Free access to BRE Academy and our online learning platform
Professional membership reimbursement

Fulltime

Client Relationship Manager

The primary purpose of this role is to provide high-quality administrative suppo...

Location

United Kingdom , Wellington

Salary:

33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

Job Responsibility

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure client satisfaction
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs, to include new business for signing up
Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
Organise client review meetings as per the company process as required
Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner

What we offer

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Fulltime

Client Relationship Manager

This is a full-time on-site role as a Client Relationship Manager at acquiring n...

Location

Egypt , Cairo

Salary:

Not provided

Tawasoa Factoring

Expiration Date

Until further notice

Requirements

2-5 Years Experience in Client Relationship Management, financial services sector is a must
Bachelor's degree in business administration, marketing, finance, or related field
Excellent communication and communication skills
Excellent analytical, problem-solving, and decision-making skills
Knowledge of financial analysis
Ability to develop and maintain positive relationships with clients
Ability to work independently and as part of a team
Strong organizational and time-management skills
Experience in factoring or other financial services is a plus

Job Responsibility

Achieve company sales targets and revenue goals
Build and maintain strong relationships with key clients, partners, and stakeholders
Identify and pursue new business opportunities to expand the company's customer base
Helps in the preparation of revenues forecasts, reports, and budgets to top management
Stay up-to-date with industry trends, market conditions, and competitors to adapt business development strategies accordingly
Ensure compliance with company policies, procedures, and ethical standards in all sales activities
Develop in-depth knowledge of company and market offerings and competition to identify business opportunities
Preparing all documentation required for requests for proposals
Develop and manage strategic partnerships to grow business

Fulltime

Client Relationship Manager

As a Client Relationship Manager (CRM), you will be the first point of contact f...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Ability to work under pressure and multi-task on a day-to-day basis
Excellent people skills
Experience as a Senior CDA or Team Leader
Working to deadlines and meeting high targets
Confident in managing relationships with both advisers and your team
Ability to delegate and workflow manage within your team of CRMs
Excellent communication skills
Building strong and effective working relationships with Advisers, Clients and the wider business

Job Responsibility

To be the key contact for Financial Advisers
To be the first point of contact for clients and ensure all questions and queries are responded to as soon possible
Being the "go to person" for Advisers for day to day client/case specific queries including work priorities within your team of CRMs
Provide excellent telephone-based service to our clients and Financial Advisers
Responsible for the client onboarding journey, including obtaining About You/KYC information and ensuring all paperwork and ID information has been received
Ownership of the Curo record, ensuring it’s accuracy and maintenance including when a client requests a change of personal information
Responsible for pre and post review planning, including contacting the client to arrange a meeting and/or requesting updated information and documentation in advance
Owns the post meeting outcomes, including creating a task for advice where applicable or completing the review and communicating to the client
Responsible for daily collaboration with CRM team and maintains an awareness of all Adviser needs, including where holiday or sickness cover is required

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Client Relationship Manager

We are proud to be working with a dynamic and forward-thinking local business wi...

Location

United Kingdom , Wellington

Salary:

33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

Job Responsibility

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure client satisfaction
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs, to include new business for signing up
Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
Organise client review meetings as per the company process as required
Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner

What we offer

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Parttime

Client Relationship Manager

Clients are our main priority; Making complicated matters simple is our mission....

Location

United States , Plattsburgh

Salary:

32240.00 - 70000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 and Series 66 or the ability to obtain them within allotted time from the start date
Life, Health and Variable Annuity or the ability to obtain within allotted time from the start date
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of managed account platforms
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices, and procedures used in the securities industry
Knowledge of financial markets, products, and industry regulations

Job Responsibility

Manage and deepen client relationships with effective communication and personalized attention in every interaction
Collaborate with investment team to develop models and strategies aligned with client objectives
Work closely with research analyst and portfolio managers to evaluate investment opportunities
Support the firm’s growth
Enter trades, orders, and rebalances as requested
Schedule, attend, and facilitate client meetings
Manage referrals effectively
Prepare financial reports, spreadsheets, and other materials for client meetings
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Participate in marketing efforts including seminars and other client-facing events

Fulltime

Client Relationship Manager

The Clients Relationship Manager's role is to develop and deliver investment ser...

Location

Monaco , Monte Carlo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive and proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Monaco UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in integrating and balancing diverse priorities
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent English
Excellent relationship building skills
Able to work as part of a team

Job Responsibility

Build Client Relationships: Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation
Anticipates events in a client's life and business which have significant financial implications
Serves as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Builds relationships with client families that cross generations to establish long-term connections to the firm
Effectively manages client expectations regarding what can and cannot be executed on their behalf
Develop Client Solutions: Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncovers needs that are not articulated or clearly expressed by the client
Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
Develops tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs

Fulltime

Client Relationship Manager

A core client service proposition is critical to the future positioning of FI pr...

Location

United Kingdom , London

Salary:

Not provided

First Intuition

Expiration Date

Until further notice

Requirements

Experience of delivering high quality client service and account management
Experience of the delivery of professional or higher education

Job Responsibility

Managing on-boarding of students for National clients
Programme and pathway planning for National clients
Responsibility for excellent service to employers across FI regionally
Contributing to ongoing programme and service proposition development through sharing sector specific feedback and insight
Supporting business development activities in line with the strategic direction of growth
Management of contractual arrangements and programme onboarding for each client through to delivery
May lead to managing National Client support co-ordinators in the future
Supporting additional work as required by management from time to time

What we offer

30 days annual leave (based on fulltime hours) PLUS bank holidays
3 FI Days per year
Flexible-working positive employer with a range of family-friendly policies
Employee Assistance Programme: 24-hour confidential access to counselling and support services
Competitive Pension
Private Medical Insurance
Training and development opportunities
Long term career prospects in a growing company
Employee perks including a range of discounts to suit your lifestyle

Fulltime

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