Client Relationship Manager

Description

This role is crucial in maintaining and enhancing client relationships, overseeing client onboarding, and ensuring smooth office operations.

What you’ll do

• Manage and maintain strong client relationships through regular communication and problem resolution.
• Oversee new client onboarding, including Pension and Private Wealth clients.
• Supervise Sales Support staff and ensure timely management of regulatory and compliance matters.
• Maintain client records and office procedures.
• Coordinate office equipment and supply orders to ensure smooth operations.

What you’ll bring

• Bachelor’s Degree in Business Administration, Office Management, or related field.
• 3-5 years of experience in a similar role.
• Strong customer service skills with excellent communication abilities.
• Proficient in Microsoft Office Suite.
• Strong organizational and time management skills.

What you’ll receive

• Competitive compensation package based on experience and qualifications.
• Opportunity to work in a dynamic and professional environment.

This is a wonderful opportunity to join a supportive and growing team, with dedicated leaders. 
 
To apply for this role, please send your resume through to Niamh | niamh@steppingstonesrecruitment.com