Dani at Avocet Commercial Careers is pleased to be recruiting for a Client Relationship Manager to join a prestigious Wealth Management team within a Financial Services firm that has an excellent reputation for client service. This opportunity offers a rewarding role within a people-focused organisation that values high-calibre individuals and provides a supportive and dynamic working environment. About the Client Our client is a well-established Financial Services company that places its people at the heart of everything they do. Their team members embody the company's values and help deliver their vision. They work diligently to attract and retain top talent, offering a fantastic and rewarding culture in return. The company prides itself on delivering exceptional service to clients while maintaining a positive and supportive internal environment. About the Role As a Client Relationship Manager within the Wealth Management team, you will be part of a team accountable for delivering exceptional client service with the highest level of professionalism. You will be responsible for transaction processing, client management, and supporting the day-to-day operations of wealth management client relations. The client experience is central to this role, with an emphasis on providing an 'only client' experience whilst meeting expectations and supporting the Financial Consultants. Client Relationship Manager Responsibilities Communicate and work efficiently with all client enquiries, treating every client as the only client Pro-actively manage daily tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process Liaise with providers to deliver a seamless service to clients Work to FCA approved standards, ensuring compliance and adherence to data protection guidelines Competently use various software packages including data entry and monitoring of the client database Provide efficient client relations support to consultants through effective regular communication Sort and distribute incoming post and organise outgoing mail Book meeting rooms and conference facilities as needed Assist with office opening and closing procedures when necessary Prepare refreshments for client and company meetings as required Client Relationship Manager Requirements High degree of personal motivation, organisational skills and ability to manage own workload Willingness to undertake examinations to further personal knowledge within Financial Services Understanding of the wealth management industry and standard business processes Flexibility and approachability, particularly under pressure Proactive, tenacious attitude with consistent initiative Confident, clear and effective communication at all levels Strong teamwork abilities and management collaboration Growth mindset with receptiveness to feedback Professional demeanour to deliver client service excellence Positive disposition with a can-do attitude Strong attention to detail, accuracy and ability to work to deadlines Effective time management and prioritisation skills Personable, presentable, punctual and reliable Excellent communication skills: face-to-face, telephone and email Benefits Competitive salary with and annual salary review Performance-related bonus scheme Study support, both financial and time allocation during working hours Generous holiday allowance The Ideal Candidate We are seeking a highly professional individual who can serve as the face of the company while delivering exceptional client service. The successful candidate will demonstrate excellent organisational abilities, strong communication skills, and the capacity to work effectively under pressure. They will be detail-oriented, confidential, and possess a positive can-do attitude. The ideal candidate will show eagerness to develop their knowledge of financial services through further qualifications and will embody the professional values that align with a client-focused financial services company. For a confidential discussion about this excellent opportunity, please contact Dani at Avocet Commercial Careers. We welcome applications from motivated individuals seeking to progress their career within the financial services sector