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Senior client manager

Wells
TN Recruits
Client manager
Posted: 11h ago
Offer description

Job Description

* Senior Client Manager
* Financial Services
* £55,000 + Commission (Hybrid)

Senior Client Manager – Financial Services – Tunbridge Wells – £55,000 + Commission (Hybrid)Ready to take your financial services career to the next level?An exciting opportunity has arisen for a Senior Client Manager to join a highly successful and forward-thinking organisation based in Tunbridge Wells, offering hybrid working, excellent benefits and strong earning potential.This role is perfect for an experienced professional within financial services who thrives on building strong client relationships and wants to be part of an ambitious and supportive team with genuine career progression.About the roleAs a Senior Client Manager, you will play a pivotal role in managing and developing a portfolio of clients while delivering an exceptional service experience. Acting as the primary point of contact, you will build long-term relationships, ensure seamless client onboarding and manage all client-specific matters with professionalism and efficiency.Working within a collaborative and dynamic team, the role offers a mix of home and office-based work, with occasional client visits when required.Key responsibilities include:

* Onboarding new clients and obtaining all relevant documentation and information
* Managing and developing strong relationships with an existing client portfolio
* Acting as the lead point of contact for all client-specific matters
* Ensuring all information is accurately maintained within CRM systems
* Managing client queries and requests in a professional and timely manner
* Supporting compliance and regulatory requirements within financial services processes

This is a fantastic opportunity for a knowledgeable financial services professional who enjoys client interaction and delivering a high-quality service.What we are looking forThe successful candidate will bring strong experience within financial services client management along with recognised industry qualifications.They will have:

* Must have proven experience inClient or Account Management within Financial Services
* Completion of at least 4 of the 6 CII R0 exams
* Strong commercial awareness and understanding of financial services environments
* Exceptional interpersonal and communication skills
* Excellent organisational skills with strong attention to detail
* Proficiency with CRM systems and Microsoft Office
* A proactive mindset with a strong desire for ongoing professional development

This role would suit someone looking to step into a senior client-facing role with real responsibility and progression opportunities.What’s in it for you

* £55,000 basic salary plus commission
* Hybrid working
* Pension contributions
* Private medical insurance
* 33 days’ holiday including Bank Holidays
* Up to 3 additional days off at Christmas
* Comprehensive benefits package
* Genuine career progression opportunities
* Supportive and collaborative working environment

About the companyThis opportunity is with a highly respected organisation within the financial services sector, known for its strong reputation, supportive culture and commitment to delivering exceptional client service. They are passionate about developing their team and providing clear opportunities for progression and long-term career success.If you are a financial services professional with strong client management experience and CII qualifications, this is an opportunity not to be missed.Apply now or contact Jo at TN Recruits to find out more. Early applications are encouraged."In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise."IND3

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