Client Relationship Manager

📍 Clifton, Bristol (Office-Based)
🕘 Hours: Monday - Thursday 8:45am - 5:15pm | Friday 8:45am - 4:00pm (early finish, no salary deduction)
💼 Full-time
👤 Reports to: Head of Client Relations

We are looking for a Client Relations Administrator to join a growing Wealth Management team. This is a key position responsible for delivering an exceptional client experience while supporting Financial Consultants with the day-to-day management of client relationships.

You will also act as a front-of-house representative, creating a professional and welcoming first impression for clients and visitors.

• Deliver exceptional service, treating every client as an "only client"
• Manage client enquiries via phone, email, and in person
• Support Financial Consultants with case management and client updates
• Process transactions and maintain accurate client records
• Liaise with providers to ensure a seamless client journey
• Ensure compliance with FCA and GDPR regulations
• Manage post (incoming and outgoing)
• Book meeting rooms and coordinate facilities
• Support reception duties and prepare refreshments for meetings
• Assist with general office coordination and administration

We are looking for a professional, proactive, and personable individual with a strong customer focus.

You will have:

• Excellent communication skills across all channels
• Strong organisational and time management skills
• High attention to detail and accuracy
• A positive, "can-do" attitude
• The ability to work under pressure in a fast-paced environment
• A professional and confident manner
• An interest in developing within Financial Services
• Willingness to study and gain industry qualifications

• Client service excellence
• Organisation & prioritisation
• Team collaboration
• Adaptability & resilience
• Strong IT and CRM system skills

• Comprehensive induction programme
• Annual salary review & bonus scheme
• Study support (financial support + study time)
• 30 days holiday + bank holidays + 2 additional closure days + your birthday off 🎉
• Early finish every Friday (4:00pm, no salary deduction)
• Hybrid working: 1 day per week from home after probation
• Access to Employee Assistance Programme
• Death in Service (4x salary)
• Pension & sick pay
• Company events
• Referral bonus scheme

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.