Job Title : Client Manager Location : Manchester Salary : Up to £30,000 per annum About the Client :Our client is a respected leader in the financial services and wealth management sector, renowned for providing bespoke financial advice and exceptional client service. With a commitment to building long-term relationships and delivering tailored solutions, they are looking for an experienced Client Manager to join their Manchester team. Role Overview :The Client Manager will play a pivotal role in managing and developing client relationships, ensuring the delivery of high-quality service and support to meet clients' financial needs. This role requires a strong background in financial services or wealth management, coupled with excellent communication and organisational skills. Key Responsibilities : Act as the primary point of contact for an assigned portfolio of clients, ensuring their needs are met promptly and professionally. Build and maintain strong client relationships, fostering trust and loyalty. Assist clients with their financial planning requirements, coordinating with advisers and other professionals as needed. Prepare and review client documentation, ensuring accuracy and compliance with regulatory requirements. Liaise with internal teams to ensure a seamless client experience, resolving any issues or queries effectively. Monitor client accounts and keep clients informed of updates, changes, or opportunities relevant to their portfolios. Provide administrative support to advisers, including scheduling meetings, preparing reports, and maintaining records. Identify opportunities to enhance client services and contribute to the continuous improvement of processes. Key Requirements : Proven experience in financial services or wealth management is essential. Strong understanding of financial products and services. Excellent interpersonal skills with the ability to build and maintain relationships. High attention to detail and a commitment to delivering exceptional service. Strong organisational and time management skills with the ability to prioritise tasks effectively. Proficient in Microsoft Office and experience with CRM systems. Knowledge of regulatory requirements and compliance standards in the financial services sector. Desirable : Relevant industry qualifications (e.g., CII, CISI, or equivalent) or a willingness to work towards them. Experience in a client-facing role within a financial planning or wealth management firm. Benefits : Hybrid working Amazing holidays (33 days bank holidays) Access to a Financial Adviser Contributory pension Prestigious office located in the city centre Discounted NCP car parking in Manchester Discounts and exclusive offers from our preferred partner brands throughout the UK