Client Relationship Manager Job at The Private Office (Leeds)

Client Relationship Manager

The Private Office

Location:
United Kingdom , Leeds

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

As a Client Relationship Manager (CRM), you will be the first point of contact for our Financial Advisers and clients, you will be working within a high performing team of CRM’s building and maintaining close relationships with both advisers and clients. You will be the key contact within TPO to support Advisers to the highest level of excellence, maintaining an awareness of client activity and ongoing cases in order to ensure a seamless end to end process for our clients. You will own the client relationship from the very start to the end of their journey with TPO and be responsible for supporting them with all correspondence, questions and concerns.

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

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

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

Additional Information:

Job Posted:
April 24, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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