We’re looking for a Senior Client Relations Manager to join a high-performing, collaborative team where customer experience is everything. This is a role where you’ll take ownership, build trusted partnerships, and make a real impact every single day.
The opportunity
You’ll manage your own portfolio of adviser firms, becoming their go-to expert and trusted partner. Working closely with account managers and internal teams, you’ll ensure every interaction delivers value and every outcome puts the customer first.
This is more than a service role, it’s about influence, ownership, and relationship excellence.
What you’ll be doing
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Managing and developing strong relationships with adviser firms
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Acting as the primary point of contact trusted, responsive, and solutions-focused
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Leading regular service reviews and driving continuous improvement
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Handling queries, escalations, and complex requests with confidence
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Collaborating across teams to deliver the best outcomes for clients
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Managing multiple communication channels (calls, email, correspondence) with full audit compliance
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Taking ownership of your workload, deadlines, and service levels (KPIs & SLAs)
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Identifying opportunities to improve processes and challenge the status quo
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Supporting and maintaining robust processes and documentation standards
About you
You’re organised, proactive, and thrive in a fast-paced environment.
You’re someone who can juggle multiple priorities without dropping the ball a natural relationship builder who brings energy, clarity, and confidence to every interaction.
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A strong communicator who builds trust quickly
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Highly organised with the ability to prioritise effectively
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Solutions-driven, with sound judgement and attention to detail
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A collaborative team player who also takes ownership individually
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Adaptable, positive, and always looking to improve
What we’re looking for
We value mindset and cultural fit just as much as experience but ideally, you’ll bring:
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Strong experience in client relationship or account management
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In-depth knowledge of financial services products, platforms, and processes
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Understanding of regulatory requirements (AML, data protection, risk)
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Ability to manage complex queries and deliver high-quality outcomes
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Experience working with data/reporting tools (e.g. Excel, Power BI)
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Excellent communication and stakeholder management skills
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High attention to detail and strong problem-solving ability
Why join now?
You’ll be part of a business that genuinely puts people first both customers and colleagues.
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A collaborative, supportive team culture
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Real opportunities for career progression and development
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A business that values innovation and fresh thinking
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A role where you can truly make an impact
Ready to take the next step?
If you’re driven by delivering exceptional service and building lasting relationships, we’d love to hear from you.
Apply now or get in touch with Liam for a confidential conversation
Salary description
£40000.00 - £42000.00 per year