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Senior Client Relationship Manager

Job Posted: 14 days ago

Salary: £ 40,000 - 42,000 / Annum
Job Type: Permanent
Location: Salisbury, Wiltshire

Expire in: 13 days

Job Description

Are you passionate about delivering exceptional service and building meaningful client relationships?

We’re looking for a Senior Client Relations Manager to join a high-performing, collaborative team where customer experience is everything. This is a role where you’ll take ownership, build trusted partnerships, and make a real impact every single day.

The opportunity

You’ll manage your own portfolio of adviser firms, becoming their go-to expert and trusted partner. Working closely with account managers and internal teams, you’ll ensure every interaction delivers value and every outcome puts the customer first.

This is more than a service role, it’s about influence, ownership, and relationship excellence.

What you’ll be doing

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    Managing and developing strong relationships with adviser firms

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    Acting as the primary point of contact trusted, responsive, and solutions-focused

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    Leading regular service reviews and driving continuous improvement

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    Handling queries, escalations, and complex requests with confidence

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    Collaborating across teams to deliver the best outcomes for clients

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    Managing multiple communication channels (calls, email, correspondence) with full audit compliance

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    Taking ownership of your workload, deadlines, and service levels (KPIs & SLAs)

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    Identifying opportunities to improve processes and challenge the status quo

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    Supporting and maintaining robust processes and documentation standards

About you

You’re organised, proactive, and thrive in a fast-paced environment.

You’re someone who can juggle multiple priorities without dropping the ball a natural relationship builder who brings energy, clarity, and confidence to every interaction.

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    A strong communicator who builds trust quickly

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    Highly organised with the ability to prioritise effectively

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    Solutions-driven, with sound judgement and attention to detail

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    A collaborative team player who also takes ownership individually

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    Adaptable, positive, and always looking to improve

What we’re looking for

We value mindset and cultural fit just as much as experience but ideally, you’ll bring:

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    Strong experience in client relationship or account management

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    In-depth knowledge of financial services products, platforms, and processes

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    Understanding of regulatory requirements (AML, data protection, risk)

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    Ability to manage complex queries and deliver high-quality outcomes

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    Experience working with data/reporting tools (e.g. Excel, Power BI)

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    Excellent communication and stakeholder management skills

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    High attention to detail and strong problem-solving ability

Why join now?

You’ll be part of a business that genuinely puts people first both customers and colleagues.

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    A collaborative, supportive team culture

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    Real opportunities for career progression and development

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    A business that values innovation and fresh thinking

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    A role where you can truly make an impact

Ready to take the next step?

If you’re driven by delivering exceptional service and building lasting relationships, we’d love to hear from you.

Apply now or get in touch with Liam for a confidential conversation

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Senior Client Relationship Manager job near me in Salisbury, Wiltshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!