Bristol (UK)
You will be based in our Bristol office for a minimum of three days a week, with the flexibility to work from home for some of your working week.
Key Responsibilities
* In cooperation with Client managers support the relationship with clients through effective communication, and executed client development strategies (Account Management / Planning)
* Act as dedicated point of contact for individual clients, managing client relationships in line with client agreement
* Ensure high levels of customer satisfaction and loyalty (Client Satisfaction Assessments)
* Identify opportunities to cross‑sell and up‑sell, implementing effective action plans
* Maintain up to date product and industry knowledge to ensure that clients can benefit from insight
* Ensure key client events (e.g., AGMs, GMs) are conducted according to terms of contract and Service Level Agreements
* Project manage the operational implementation of services and/or products within agreed timescales, budgets, and risk assessment action
* Operate in accordance with agreed policies and procedures
* Ensure internal systems are used effectively updating and maintaining client information
* Review and action any service failures to prevent recurrence
* Support regular service review meetings with clients
* Engage with clients on industry matters and encourage participation in external industry surveys
What will you bring to the role?
A self‑motivated and results driven individual with a commercial mind‑set would fit well into this role. A background in financial services would be beneficial.
Skills
* Experience in planning and managing workloads to meet deadlines
* Experience supporting on multiple projects/accounts (ideal)
* Numeracy and forecasting skills
* Highly driven and a desire to exceed expectations
* Excellent at building relationships
Other Key Skills You Will Bring To The Role
* Strong communication and relationship‑building skills with a client‑focused approach
* Ability to manage multiple priorities and meet deadlines in a structured and organised way
* Commercial awareness with a proactive mindset for identifying opportunities and improving serviceCollaborative approach, working effectively across teams and stakeholders
* Attention to detail with a strong focus on delivering high‑quality customer service
Rewards designed for you
* Flexible work to help you find the best balance between work and lifestyle.
* Health and wellbeing rewards that can be tailored to support you and your family.
* Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.
* Extra rewards ranging from recognition awards, and team get togethers, to helping you invest in your future.
* And more. Ours is a welcoming and close‑knit community, with experienced colleagues ready to help you grow.
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