Client Relationship Manager

Responsibilities:

• Develop and manage day-to-day 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 check-ins 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:

• 4-8 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.
• Team-oriented mindset and ability to thrive in a collaborative environment.
• Self-motivated 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. It's an ideal fit for professionals seeking a progressive, challenging, and rewarding long-term career with opportunities for growth and impact.

Application Process:

1. Submit your application.
2. Participate in an initial 30-minute interview with HR.
3. Complete Innermetrix and work-related assessments.
4. Attend a 1-2 hour interview with the team leader and team members.
5. Conclude with a 30-minute culture fit interview with a senior leader.

If this opportunity aligns with your career aspirations and you're ready to make a difference, please apply today.

Please note: This non-advisory 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 a client-facing service or advisory role. Please only apply if you have the required experience.

Remote Work: No

Employment Type: Full-time