Client Relationship Manager

Instant Impact

Client Relationship Manager responsible for managing a portfolio of clients in a leading financial services firm. Focused on delivering high-quality client service and strengthening long-term relationships.

Posted 5/11/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

As Client Relationship Manager, you will be responsible for managing and developing a portfolio of clients, acting as a key point of contact for non-legal and administrative matters.
Working closely with internal stakeholders and senior leadership, you will focus on delivering a high standard of client service, strengthening long-term relationships and identifying opportunities to support portfolio growth and cross-functional collaboration.

Requirements

What you’ll need

Manage and maintain a portfolio of clients, ensuring high levels of service, responsiveness and client satisfaction
Act as a key point of contact for non-legal and administrative client matters, including compliance support, billing queries and portal assistance
Build strong, trusted relationships with clients through proactive communication and excellent client care
Support compliance with internal KYC/CDD processes, statutory requirements and accounts receivable management across the client portfolio
Work closely with senior stakeholders to identify opportunities for portfolio growth and cross-selling of services
Support the coordination and distribution of marketing materials and client communications
Collaborate with internal marketing and business teams on client engagement initiatives and events
Contribute to wider business projects and operational initiatives as required

Benefits

Comp & perks

Experience within a relationship management, client services, business development or professional services environment
Strong organisational and administrative skills, with the ability to manage multiple priorities and deadlines
Excellent interpersonal and stakeholder management skills, with confidence interacting with clients and senior professionals
Strong written and verbal communication skills
Commercially aware, with a good understanding of professional services and client relationship management
Analytical and process-oriented mindset, with the ability to work effectively in fast-paced environments
Highly trustworthy and capable of handling confidential information with discretion
Proactive and self-motivated, with the ability to work independently and collaboratively
Strong digital proficiency across Microsoft Office applications, including Excel, PowerPoint and Outlook
Undergraduate degree or equivalent professional experience preferred

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client portfolio managementcompliance supportbilling managementKYC processesCDD processesaccounts receivable managementcross-sellingclient engagementmarketing coordinationoperational initiatives

Soft Skills

client relationship managementcommunicationresponsivenessclient satisfactiontrust buildingproactive communicationcollaborationteamworkleadershipproblem-solving