Meraki Talent are seeking an experienced Client Relationship Manager for a leading Financial Services firm within the heart of Edinburgh. As part of this role you will be responsible for managing and nurturing relationships with advisors and IFA's, to ensure satisfaction, retention, and continued business growth. This role requires a proactive and strategic approach to understanding client needs, resolving issues, and identifying opportunities for upselling or cross-selling products and services. The Client Relationship Manager will serve as the primary point of contact for clients, acting as their advocate within the company and ensuring a seamless experience across all interactions.
Key Duties;
- Developing and maintaining strong relationships with key clients through regular communication
- Acting as the primary point of contact for assigned clients, managing their accounts from onboarding through ongoing service delivery
- Coordinating with internal teams to ensure timely and accurate resolution of client inquiries, requests, and issues
- Proactively identify opportunities to expand and enhance client relationships
- Gathering feedback and insights to inform continuous improvement initiatives.
- Monitoring client satisfaction and identifying potential risks or concerns that may impact retention
- Developing mitigation strategies and action plans to address issues and ensure ongoing client satisfaction
Applicants must have come from a client relationship background, with experience in managing accounts. Additionally applicants must have excellent communication and interpersonal skills, with the ability to build rapport and trust with clients at all levels, along with a strong problem-solving and conflict resolution skills, with a customer-centric mindset.
This is a permanent role, offering an immediate start.
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Jennifer wants: Client, Relationship, IFA, Financial Services
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