Client Relationship Manager

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Client Relationship Manager

Department: Client Role

Employment Type: Permanent - Full Time

Location: London, UK

Description

We are currently representing a leading global Financial Services firm in the appointment of high-calibre professionals as part of a period of strategic growth and investment.

Our client operates at the intersection of corporate, fiduciary and regulatory services, partnering with private equity houses, investment managers and international financial institutions. Backed by long-term institutional investment and an established global brand, the firm is scaling its capabilities, technology and international footprint.

This is an opportunity to join a business that combines the agility of a growth platform with the credibility, client base and governance of a market leader.

The Role

As Client Relationship Manager, you will be responsible for managing and developing a portfolio of clients, acting as a key point of contact for non-legal and administrative matters. Working closely with internal stakeholders and senior leadership, you will focus on delivering a high standard of client service, strengthening long-term relationships and identifying opportunities to support portfolio growth and cross-functional collaboration.

Key Responsibilities

• Manage and maintain a portfolio of clients, ensuring high levels of service, responsiveness and client satisfaction
• Act as a key point of contact for non-legal and administrative client matters, including compliance support, billing queries and portal assistance
• Build strong, trusted relationships with clients through proactive communication and excellent client care
• Support compliance with internal KYC/CDD processes, statutory requirements and accounts receivable management across the client portfolio
• Work closely with senior stakeholders to identify opportunities for portfolio growth and cross-selling of services
• Support the coordination and distribution of marketing materials and client communications
• Collaborate with internal marketing and business teams on client engagement initiatives and events
• Contribute to wider business projects and operational initiatives as required

Skills, Knowledge and Expertise

• Experience within a relationship management, client services, business development or professional services environment
• Strong organisational and administrative skills, with the ability to manage multiple priorities and deadlines
• Excellent interpersonal and stakeholder management skills, with confidence interacting with clients and senior professionals
• Strong written and verbal communication skills
• Commercially aware, with a good understanding of professional services and client relationship management
• Analytical and process-oriented mindset, with the ability to work effectively in fast-paced environments
• Highly trustworthy and capable of handling confidential information with discretion
• Proactive and self-motivated, with the ability to work independently and collaboratively
• Strong digital proficiency across Microsoft Office applications, including Excel, PowerPoint and Outlook
• Undergraduate degree or equivalent professional experience preferred