Client Relationship Manager
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Job Description
- Develop and manage daytoday client relationships ensuring their financial needs and goals are understood and met.
- Facilitate the onboarding of new clients and ensure smooth transitions.
- Attend annual review meetings with financial advisers and lead quarterly checkins with clients.
- Provide exceptional service exceeding client expectations and delivering meaningful value.
- Address client inquiries with clarity and professionalism.
- Act as a liaison between clients and financial advisers ensuring effective communication.
- Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
- Continuously seek ways to enhance client experiences and improve service delivery.
Qualifications :
- 48 years of experience in client relationship management.
- Commitment to acting in the best interests of clients at all times.
- Proven ability to develop and maintain client relationships.
- Strong communication skills with the ability to simplify complex financial concepts.
- Teamoriented mindset and ability to thrive in a collaborative environment.
- Selfmotivated and highly organized with a growth mindset and positive attitude.
- Curiosity or experience in finance and personal wellbeing is a plus.
Additional Information :
Why Join Our Client
This is a chance to be part of an organization focused on creating positive change for clients society and the financial services industry. Its an ideal fit for professionals seeking a progressive challenging and rewarding longterm career with opportunities for growth and impact.
Application Process
- Submit your application.
- Participate in an initial 30minute interview with HR.
- Complete Innermetrix and workrelated assessments.
- Attend a 12 hour interview with the team leader and team members.
- Conclude with a 30minute culture fit interview with a senior leader.
If this opportunity aligns with your career aspirations and youre ready to make a difference please apply today.
Please note: This nonadvisory position would typically suit young capable and experienced Western / UK / EU / AU / NZ /US /ZA client services professionals. This position is NOT for someone from the accounting / auditing or financial management profession. This is not client facing service or advisory role. Please only apply if you have the required experience.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
