Relationship Manager / Client Services Manager

Help remould the infrastructure of investments and advice!

We are looking for a Relationships Manager with a desire to always put the customer first.

The role.

You’ll enjoy all the variety this rewarding and diverse job has to offer! A great blend of complex challenges and meaningful professional relationships.

As the relationship manager your work will include

• Developing a deep relationship with our customers representing £m’s of revenue
• Leading on the Governance framework and service reviews
• Collaborating with our Customer Success team to ensure a joined-up experience for our clients
• Thematic analysis of issues and root causes to achieve excellent customer experience
• Managing key stakeholders and establish what good looks likes for our customers and distribution channels
• Working with our customers and Partner Launch / Onboarding team to help them migrate books of existing businesses and establishing additional areas of growth through new product and services
• Triage and tracking customer trends to provide advice on product development and distribution strategies
• Being the voice of the customer and the company-wide champion. You’ll encourage both teams and individuals across the business to think and act empathetically
• Helping to shape the company’s long-term objectives and determine plans for how to meet them with our customers

About you.

Empathetic and a brilliant communicator, you’ll excel at building an authentic rapport with both our client’s customer base. You’ll put people at ease with your genuine warmth. Your confident reassuring manner and big smile will help make customer’s feel secure and well taken care of.

You’ll seek out every opportunity to ensure excellent customer outcomes, while your ability to think on your feet and keep all the plates spinning will mean you’re always able to go above and beyond expectation.

You’ll be excited to join a rapidly growing fintech and relish the steep learning curve you’ll experience. You’ll be passionate about technology and the role it plays in the ever-changing landscape of financial advice. These new concepts will excite you, and you’ll work hard to make sure they can be easily understood by those around you.

The benefits.

Our client offers an exciting benefits package that includes

• 27 days holiday + bank holidays + day off on your birthday
• 6% employer pension contribution, private health cover, GP online, and life assurance
• Enhanced parental leave and flexibility to integrate your home and work life in a trusted environment
• Health and well-being initiatives including free therapy, mental health support, and time off.
• Strong financial well-being focus including access to our client’s share investment plan
• A range of discounts and perks including free weekly coffee, gym, and retail discounts
• Commitment to continuous learning with free access to over 10,000 online training courses.

On top of this, our client has worked hard to cultivate a culture first, human environment where transparency and inclusivity are the priority.

Diversity of thought, challenge and experimentation are not only welcomed but encouraged.
They offer a truly hybrid working model which permits flexibility with 1 day every 1-2 weeks in office or more if you prefer, allowing their people a structure that suits them best. Even before the pandemic, this client prioritised delivery and impact over hours worked.

If this sounds like something you’d love to be a part of, get in touch today.