Associate Client Relationship Manager

The Private Office

Leeds, United Kingdom
Base: not specified; bonus/equity: compyny discret...
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Experience as senior cda or team leader
Ability to work under pressure and multi-task
Excellent people and communication skills
** The Private Office is seeking an Associate Client Relationship Manager in Leeds to serve as the primary contact for Financial Advisers and clients, ensuring high-quality service and seamless client support. The role involves managing client onboarding, addressing queries, and maintaining accurate records while collaborating with a team of Client Relationship Managers. **

Job Summary

  • You will serve as the first point of contact for Financial Advisers and clients, ensuring seamless end-to-end processes.
  • The role involves owning the client relationship from onboarding through post-meeting outcomes while maintaining accurate records.
  • Benefits include a discretionary bonus scheme, 24 holidays increasing to 26, private healthcare, and full support with professional qualifications.

Matching Summary

Match Score: 75

** The Private Office is seeking an Associate Client Relationship Manager in Leeds to serve as the primary contact for Financial Advisers and clients, ensuring high-quality service and seamless client support. The role involves managing client onboarding, addressing queries, and maintaining accurate records while collaborating with a team of Client Relationship Managers. **

Salary

Base: Not specified; Bonus/Equity: Company discretionary bonus scheme; Benefits: 24-26 holidays; Private Healthcare; Life Assurance; Eye Care Scheme; Wellbeing programme; Bike to Work Scheme; Professional qualification support

Skills & Requirements

Must-have

  • Experience as Senior CDA or Team Leader
  • Ability to work under pressure and multi-task
  • Excellent people and communication skills
  • Confident in managing adviser and client relationships
  • Ability to delegate and workflow manage

Nice-to-have

  • Building strong working relationships with advisers
  • Supporting clients through end-to-end journey
  • Maintaining awareness of team holiday cover needs

Key Requirements

  • Experience as a Senior CDA or Team Leader

Work Rights

Not specified

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