Client Relationship Manager Job at Office Angels (Taunton, Somerset)

Client Relationship Manager

Our client is a leading online brokerage company with a strong presence in the U...

Location

Spain , Barcelona

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in sales or client relationship management
Strong presentation and communication skills
Bachelor’s or Master’s degree in Marketing, PR, or a related field
Fluent in Spanish and English
Excellent interpersonal skills and ability to collaborate within cross-functional teams.

Job Responsibility

Client Acquisition and Relationship Management: Attract new clients and build lasting relationships with existing ones to ensure ongoing engagement and satisfaction
Client Onboarding and Presentations: Conduct presentations on investment products and services, delivering clear and professional information to clients
Client Support and Issue Resolution: Address client inquiries and issues promptly, providing tailored solutions to meet individual needs
Ongoing Communication: Maintain regular contact with clients to build trust and inform them about new market opportunities and strategic updates
Customized Investment Strategies: Develop and implement personalized strategies for key clients based on their goals and preferences
Administrative Support: Maintain accurate records, assist with transaction processing, and ensure efficient communication between clients and internal departments
Networking and Brand Representation: Participate in industry conferences and professional communities to enhance the company’s visibility and reputation
Collaboration with Internal Teams: Work closely with marketing and analytics departments to ensure a high standard of customer service
Feedback Analysis: Gather and analyze client feedback to continuously improve service quality and satisfaction
Reporting: Prepare regular reports on client interactions and strategy effectiveness.

What we offer

An opportunity to work with a fast-growing, international financial services company
Competitive salary with quarterly performance-based bonuses (up to 100% of the gross salary)
Partial coverage of the annual fee for a private insurance scheme
Engaging projects and professional growth within an expert team
Regular team-building events and cross-border networking opportunities
Company-provided laptop and necessary work equipment.

Fulltime

Client Relationship Manager

Our client is a leading online brokerage company with a strong presence in the U...

Location

Greece , Athens

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in sales or client relationship management
Strong presentation and communication skills
Bachelor’s or Master’s degree in Marketing, PR, or a related field
Fluent in Greek and English
Excellent interpersonal skills and ability to collaborate within cross-functional teams

Job Responsibility

Client Acquisition and Relationship Management: Attract new clients and build lasting relationships with existing ones to ensure ongoing engagement and satisfaction
Client Onboarding and Presentations: Conduct presentations on investment products and services, delivering clear and professional information to clients
Client Support and Issue Resolution: Address client inquiries and issues promptly, providing tailored solutions to meet individual needs
Ongoing Communication: Maintain regular contact with clients to build trust and inform them about new market opportunities and strategic updates
Customized Investment Strategies: Develop and implement personalized strategies for key clients based on their goals and preferences
Administrative Support: Maintain accurate records, assist with transaction processing, and ensure efficient communication between clients and internal departments
Networking and Brand Representation: Participate in industry conferences and professional communities to enhance the company’s visibility and reputation
Collaboration with Internal Teams: Work closely with marketing and analytics departments to ensure a high standard of customer service
Feedback Analysis: Gather and analyze client feedback to continuously improve service quality and satisfaction
Reporting: Prepare regular reports on client interactions and strategy effectiveness

What we offer

Competitive salary with quarterly performance-based bonuses (up to 100% of the gross salary)
Partial coverage of the annual fee for a private insurance scheme
Engaging projects and professional growth within an expert team
Regular team-building events and cross-border networking opportunities
Company-provided laptop and necessary work equipment

Fulltime

Client Relationship Manager

As a Client Relationship Manager, you will play a pivotal role in building and m...

Location

Spain , Barcelona

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

At least 3 years of proven sales or client relationship management experience, preferably in financial services
Strong ability to deliver impactful presentations to clients and stakeholders
Bachelor’s or Master’s degree in Marketing, PR, Finance, or a related field
Fluency in Spanish and English is essential
Exceptional communication, negotiation, and relationship-building skills
A proactive, solution-oriented mindset with the ability to thrive in a fast-paced, dynamic environment

Job Responsibility

Attract new clients to the company while nurturing and strengthening relationships with existing ones
Conduct company and product presentations, highlighting available investment opportunities tailored to clients’ goals
Develop and implement personalized investment strategies for key clients based on their unique requirements and objectives
Maintain regular communication with clients, providing updates on market trends, investment opportunities, and changes in strategy
Address client queries and concerns efficiently, ensuring high satisfaction levels
Assist with client documentation, transaction processes, and the seamless exchange of information between clients and the company
Represent the company at industry conferences and business communities, presenting investment products and building the brand’s reputation
Work closely with internal departments (marketing, analytics) to enhance the client experience and identify new opportunities
Gather and analyze client feedback to refine strategies and improve service delivery
Prepare reports on client interactions, market insights, and strategic outcomes to help define the company’s ideal client profile

What we offer

Competitive salary with a quarterly bonus of up to 100% of your gross salary based on performance KPIs
Partial reimbursement of annual private insurance fees
Engaging and challenging tasks with opportunities for professional development in a team of industry experts

Fulltime

Client Relationship Manager

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

Location

United Kingdom , Wellington

Salary:

35000.00 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

Attractive salary of up to £35,000 per annum (dependent on experience)
Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team
Impressive local reputation

Fulltime

Client Relationship Manager

Designity is a Creative-as-a-Service (CaaS) platform redefining how brands scale...

Location

Salary:

Not provided

Designity

Expiration Date

Until further notice

Requirements

5+ years in client-facing roles such as customer success, account management, or relationship management
Experience working within marketing, creative, or design-focused companies or agencies
Proven ability to identify and successfully upsell or expand client services
Comfortable using AI-powered tools as part of your workflow
Strong communicator with excellent follow-through and problem-solving skills
Organized, detail-oriented, and confident, managing multiple accounts at once
Collaborative team player who builds strong relationships with both clients and internal teams
Thrives in fast-paced, high-growth environments
Bachelor’s degree in Marketing, Communications, Business, or a related field

Job Responsibility

Set clients up for success through clear onboarding, account setup, and goal alignment
Build long-term, trust-based relationships through consistent and proactive communication
Spot early signs of dissatisfaction and resolve issues quickly with thoughtful solutions
Identify upsell opportunities based on client goals, usage, and future needs
Track client engagement and sentiment to reduce churn and increase lifetime value
Create and manage a simple client satisfaction tracking system to measure ongoing health
Collaborate closely with internal teams to ensure smooth communication and delivery
Use AI tools to improve insights, communication, and day-to-day client management
Be a reliable partner to clients while supporting operational efficiency and growth

What we offer

Paid PTO to relax and recharge
Professional growth opportunities and ongoing skill development
A fast-moving, supportive team environment
Flexible Hours
Flexible Vacations
Clear Growth Plan
Yearly Meet Ups
Healthcare & More
401k matching

Fulltime

Client Relationship Manager

As a Client Relationship Manager, you will play a crucial role in providing exce...

Location

United Kingdom , Wellington

Salary:

35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Working knowledge of financial products and regulatory standards
Strong analytical thinking and attention to detail
Excellent organisation, time management, and ability to prioritise under pressure
Confident communicator with solid IT skills
Committed to high standards and personal accountability
Positive, proactive team player with a supportive attitude
Calm and thoughtful problem-solver

Job Responsibility

First point of contact for client queries via phone, email, and in person
Schedule meetings and manage Financial Consultants' diaries
Handle client admin queries and ensure follow-up actions are completed
Prepare meeting packs and process applications accurately and compliantly
Manage documentation, policy details, and investment instructions
Organise review meetings and prepare reports
Maintain compliant records and ensure timely follow-up and action implementation
General admin support and record maintenance in Intelligent Office
Process client requests (e.g. surrenders, claims) and provide team cover
Escalate risks and contribute to team development and industry knowledge

What we offer

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team

Fulltime

Client Technology Solutions Manager

We are seeking a Client Technology Solutions Manager with a strong background in...

Location

Australia , Sydney

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrated experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas
Ability to drive holistic operational processes and cross product technical solutions across product areas
Demonstrated client-facing experience with a concentration on technical relationship management and technical program delivery with proven success
Proven Project management skills focused on technical solutions delivery
Operate with a product and solutions mindset
Excellent stakeholder management skills, with the ability to build and maintain strong relationships with senior-level stakeholders, both internally and externally
Must possess highly professional presence
Excellent communication and relationship-building skills
Must possess ability to lead working sessions and senior client presentations
Ability to drive consensus and manage differing points of view with composure

Job Responsibility

Client Facing Solutions: Engage directly with clients in the financial services industry to understand their needs and develop tailored solutions
Problem Solving & Solution Delivery: Identify client pain points, propose innovative technology-oriented solutions, and overs their implementation to ensure delivery of high-quality results
Change Management: Lead change initiatives for clients, ensuring seamless transitions and the adoption of new technologies and processes
Program Management: Drive program success from initiation through execution, ensuring that goals, timelines and deliverables are met
Business Re-Engineering: Partner with cross-functional teams to analyze existing processes, identify inefficiencies, and design technology-driven enhancements
Stakeholder Management: Build and maintain strong relationships with senior-level stakeholders, including C-Suite executives, to align solutions with business strategies and goals
Technology Focus: Stay up to date with industry technology trends and integrate relevant innovations into client solutions and internal process
End-to-End Delivery: Define, design, and deliver end-to-end solutions that are scalable, sustainable, and meet both business and technical requirements

Fulltime

Client Delivery Manager

The Client Delivery Manager is part of the Corporate Banking team responsible fo...

Location

Israel , Tel Aviv

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-3 years of Corporate Banking / front office client experience is mandatory
Demonstrate strong knowledge of the Israeli Banking industry, products, including an understanding of different industry types of clients
Proven experience in client portfolio management across various teams, managing smooth execution and implementing data management best practices
Excellent communication and collaboration skills, with the ability to interact effectively with internal and external clients and stakeholders
Written and verbal English and Hebrew communication as native
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Service all clients’ needs, with a special know how of Citi’s value proposition and local capabilities
Support senior Relationship Managers with client acquisition and build strong client relationship
Work with various functions in the Bank to offer clients solutions to help capture new business opportunities and manage smooth implementation processes in a timely manner
Identify client gaps and ensure Citi is best positioned to provide workable solutions for clients’ needs
Focus on issue resolution with respect to performance gaps with existing businesses as well as act as a central point of contact and acting as trusted advisor
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance in order to ensure appropriate governance and control infrastructure

What we offer

Generous holiday allowance starting at 22 days
Private medical insurance packages
Employee Assistance Program

Fulltime

Client Relationship Manager

Office Angels

Location:
United Kingdom , Taunton, Somerset

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 26, 2026

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Job Posted:
January 26, 2026