Client Relationship Manager, Office Angels

Office Angels

Location:
United Kingdom, Wellington

Category:
Finance

Contract Type:
Employment contract

Salary:

35000.00 GBP / Year

Save Job

Apply Position

Job Description:

We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Manager to join them and play a pivotal role in their busy office based in Wellington. The role involves providing a high-quality level of administrative support to two Financial Consultants, servicing clients, and covering a range of varied duties.

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
Maintenance of client records
General administrative support

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

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

Additional Information:

Job Posted:
November 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Client Relationship Manager