Relationship Manager
Financial Services Membership Body
Hybrid Working Model Flexible - City of London Offices
Basic Salary Up to £45,000 dependant on experience with excellent benefits including 30 Days Holiday, Pension, PMI, Healthcare, Gym Subsidy, Income Protection, Social Activities, Training & CPD
Permanent Role, Full Time
Our client a leading, reputable and well-regarded Financial Services Membership Body is currently recruiting a seasoned holistic Relationship Manager to look after a portfolio of 50 to 60 financial service-based clients.
If you are an account manager, relationship manager, customer success manager, key account executive with experience working in professional services, financial services, higher education, further education, blue chip, corporate, FTSE 100, legal, insurance, investments, derivatives, equity, foreign banks, payments, fintech, venture capitalist, banking or similar we would love to hear from you.
The Role of Relationship Manager
To engage with internal and external stakeholders to support the retention, acquisition and growth objectives of the Membership team by servicing and growing a portfolio of member accounts; articulating the value of membership and working to ensure member firms are engaged as appropriate.
Duties and Responsibilities
To deliver the Member Relations account management strategy in line with engagement and retention targets across the breadth of the organisation
To retain a portfolio of the existing membership by working with internal stakeholders to articulate the value of membership externally
To broaden and deepen member engagement and communicate the value proposition effectively to the member base
Work to ensure the membership body value proposition remains accessible and relevant
To track member activity including involvement in policy, training and event engagement to keep a 'helicopter view' of each member's interaction
To create and maintain engagement plans to meet team objectives
Undertaking varied analysis on the member base to identify opportunity/risk with regards to membership growth and engagement
To identify and act upon additional opportunities for upselling/attracting new members where appropriate
Support management of the member inbox in a timely manner fielding queries to the wider team where appropriate
Track and record all member engagement via CRM, championing the use of system to other stakeholders encouraging the recording of all member value
Represent and champion the membership voice in internal discussions
Support the wider team to build out value propositions for different member segments
Qualifications, Experience & Attributes Required
A degree or other equivalent, relevant qualification or experience.
Capable of interacting with members and articulating the membership value proposition
Relationship Management, Account Management, Customer Success excellent experience
An interest in financial services and the brand and product
An analytical mindset, interested in a broader understanding of the member base
Ability to liaise with a breadth of internal stakeholders across functions
Microsoft Office competency (Excel, Powerpoint and Outlook)
Excellent verbal and written communication skills
To apply to this role please send your CV.
Due to the volume of applications, we are only able to contact successful applicants. Therefore, if you have not heard from us within 10 working days, please deem your application as unsuccessful on this occasion.
Membership Bespoke is acting as a recruitment business in relation to this role. Membership Bespoke positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.
Membership Bespoke is the most experienced membership-focused recruitment firm in the UK, with 10+ years of experience delivering tailored permanent, temporary, interim, and Executive Search recruitment solutions to Trade Associations, Regulatory Bodies, Political Parties, and Professional Bodies.