Client Relationship Manager
Location: Hybrid - Warwickshire (4x/month) + remote + occasional client visits
Salary: £40,000–£45,000 + Pension, private medical, life cover, income protection, stocks,
and EV car scheme
Must have experience working in either Fintech / SaaS / Financial Services
We’re working with a growing fintech company that supports Wealth Management and Financial Planning firms through smart client portal technology. They help streamline operations, stay compliant, and improve client engagement, making financial services simpler and smarter.
We’re now looking for a Client Relationship Manager to help firms get maximum value from this platform, ensuring they adopt it fully, remain engaged, and continue growing their use of it over time.
You’ll act as a trusted partner to a portfolio of financial services clients, identifying ways to help them embed the solution across their business. You’ll also collaborate internally with product, onboarding, and delivery teams to ensure a seamless, proactive experience for every firm.
Key Responsibilities:
* Manage relationships with financial advice and wealth management firms
* Drive client adoption and success through reviews, training, and ongoing support
* Proactively re-engage clients showing early signs of disengagement
* Advise on best practices, new features, and platform optimisation
* Feed client feedback into internal product and service improvements
* Track usage and contribute to retention and growth plans
* Host client meetups and attend occasional on-site sessions
About You:
* Experience in a client-facing role (e.g. CSM, Account Manager, CRM)
* Background in SaaS, fintech, or financial services
* Tech-comfortable and confident discussing platform features
* Great communicator with strong stakeholder management skills
* Organised, proactive, and data-aware
If you want to hear more about this exciting opportunity, please get in touch with Joely at Synchro!