Client Manager

We have been exclusively engaged to recruit a Client Manager on behalf of an independent, tech-driven financial services provider headquartered in Jersey.

The firm offers a broad service which includes accounting, tax planning and reporting, mergers and acquisitions support, wealth management, fiduciary, and family office services.

This is a unique opportunity to join a fast-growing organisation that leverages technology and data to deliver innovative solutions and exceptional client service.

Key Responsibilities
The Client Manager will play a key role in delivering a high-touch, relationship-led service offering.
Responsibilities include:

• Acting as the main point of contact for a portfolio of clients, fostering trusted and long-term relationships.
• Gaining a strong understanding of each client’s financial objectives and aligning services accordingly.
• Coordinating across internal teams to deliver integrated, tailored solutions.
• Monitoring client satisfaction and proactively resolving issues to ensure a consistently high standard of service.
• Identifying opportunities for account growth, including cross-selling and up-selling additional services.
• Ensuring all client accounts comply with regulatory standards and internal policies.
• Preparing and presenting regular client reports, offering strategic insights and performance updates.
• Supporting the onboarding process for new clients, ensuring a seamless transition into account management.
• Contributing to the development of internal processes aimed at improving the overall client experience.
• Representing the firm at client meetings, strategic reviews, and industry events when required.

Candidate Profile
The ideal candidate will bring a strong background in relationship management and a passion for client service excellence.

• Proven experience in client or account management, ideally within financial or professional services.
• A sound understanding of financial services and the ability to engage credibly with clients.
• Excellent interpersonal and communication skills, both written and verbal.
• A solutions-oriented mindset with a proactive approach to problem-solving.
• Strong organisational and project management capabilities, with the ability to manage multiple client relationships.
• Confidence in using CRM tools and Microsoft Office; familiarity with financial software is advantageous.
• A self-motivated, reliable, and client-centric approach.