264 Client Relationships jobs in the United Kingdom

The Role

As an experienced Private Banker with a proven track record in building and managing high-net-worth client relationships. Skilled in delivering tailored financial solutions, growing assets under management, and driving revenue through strategic cross-selling. Passionate about helping clients achieve their financial goals while exceeding performance targets.

Responsibilities

• Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high risk country monitoring. Further investigations to ensure activity of customer falls in line with CDD/KYC protocols. Liaising with OPS, MLRO & senior management of any significant exceptions.
• Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.
• Process all mortgage applications in a compliant manner, without errors and right first time.
• Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
• Ensure compliance with laws and regulations relevant to aforementioned responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
• Ensure, where possible. customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
• Ensure customers’ requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries
• Meet all customer and performance KPI’s
• Assist in formulate appropriate business strategy/budget for RM activities/ PB department
• Point of contact for JIB customers
• Escalate risk matters to appropriate senior managers
• Other adhoc tasks as required

Experience Required

• CEMAP qualified (Desireable)
• Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)
• Certified Role
• Arabic written and spoken (preferred)
• Working knowledge of day-to-day banking activities
• Good knowledge in using the bank’s core operating systems
• Communication skills with colleagues and customers
• Ability to work under pressure and meeting deadlines

What we offer:

• Competitive salary and Employee benefits package
• A great work environment in a wonderful Central London location
• The opportunity to learn, progress and enhance your skills

A Career at Jordan International Bank

Jordan International Bank was established in 1984 in response to a clear demand for a financial institution that could combine experience, knowledge and cultural understanding across two continents to fulfil client’s financial needs. Over three decades the bank has evolved from those founding principles to offer a full range of retail and investment banking services to its clients.

Working for JIB means that you join a team that are passionate about delivering the best for its customers, both internal and external.

JIB is an equal opportunity employer that values and supports diversity in the workplace, respecting everyone in the organisation as an individual. We pride ourselves on promoting an inclusive environment where everyone feels able to participate and achieve their potential.

Our size, around 50 employees, all based in our office in the heart of St James, means that every employee is able to make a positive impact but also enables them to have a breadth of knowledge rather than having to be specialists on one area with the chance of greater responsibility.

The Role

As an experienced Private Banker with a proven track record in building and managing high-net-worth client relationships. Skilled in delivering tailored financial solutions, growing assets under management, and driving revenue through strategic cross-selling. Passionate about helping clients achieve their financial goals while exceeding performance targets.

Responsibilities

• Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high risk country monitoring. Further investigations to ensure activity of customer falls in line with CDD/KYC protocols. Liaising with OPS, MLRO & senior management of any significant exceptions.
• Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.
• Process all mortgage applications in a compliant manner, without errors and right first time.
• Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
• Ensure compliance with laws and regulations relevant to aforementioned responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
• Ensure, where possible. customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
• Ensure customers’ requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries
• Meet all customer and performance KPI’s
• Assist in formulate appropriate business strategy/budget for RM activities/ PB department
• Point of contact for JIB customers
• Escalate risk matters to appropriate senior managers
• Other adhoc tasks as required

Experience Required

• CEMAP qualified (Desireable)
• Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)
• Certified Role
• Arabic written and spoken (preferred)
• Working knowledge of day-to-day banking activities
• Good knowledge in using the bank’s core operating systems
• Communication skills with colleagues and customers
• Ability to work under pressure and meeting deadlines

What we offer:

• Competitive salary and Employee benefits package
• A great work environment in a wonderful Central London location
• The opportunity to learn, progress and enhance your skills

A Career at Jordan International Bank

Jordan International Bank was established in 1984 in response to a clear demand for a financial institution that could combine experience, knowledge and cultural understanding across two continents to fulfil client’s financial needs. Over three decades the bank has evolved from those founding principles to offer a full range of retail and investment banking services to its clients.

Working for JIB means that you join a team that are passionate about delivering the best for its customers, both internal and external.

JIB is an equal opportunity employer that values and supports diversity in the workplace, respecting everyone in the organisation as an individual. We pride ourselves on promoting an inclusive environment where everyone feels able to participate and achieve their potential.

Our size, around 50 employees, all based in our office in the heart of St James, means that every employee is able to make a positive impact but also enables them to have a breadth of knowledge rather than having to be specialists on one area with the chance of greater responsibility.

Pyramid8 are recruiting for a Client Relationship Manager to work for a busy and growing manufacturing company who have recently opened new offices in Meltham near Holmfirth. They work with some very prestigious clients and have a growing customer base.

The Client Relationship Manager is an ideal role for someone who can build excellent relationships with an existing client base but is also perfect for an individual who is looking to develop their career and possibly grow a team around them where you will Lead, coach, and develop a customer service team to deliver best-in-class support to clients.

Job Summary:

We are seeking an experienced and proactive Client Relationship Manager to lead and develop our client service function, ensuring high levels of client satisfaction, service efficiency, and team performance. You will act as the primary point of contact for escalated issues, drive service excellence, and collaborate across departments to enhance the overall client experience.

Key Responsibilities:

• Manage daily operations of the client service function, ensuring KPIs, SLAs, and quality standards are consistently met or exceeded.
li>Serve as the escalation point for complex client queries or complaints, ensuring timely and effective resolution.
• Foster strong, long-term client relationships, identifying opportunities to enhance satisfaction and loyalty.
• Implement and improve customer service processes, systems, and training programmes.
• Collaborate with Sales, Operations, and Product teams to relay client feedback and support continuous improvement.
• Analyse customer service metrics and produce regular reports on performance and customer insights.
• Stay up to date with industry trends and regulatory requirements.
• Lead customer satisfaction initiatives, or customer journey mapping.

Key Requirements:

• Proven experience in a customer service leadership role, ideally within a client-facing or B2B environment.
• Strong understanding of customer service principles, processes, and technology.
• Excellent interpersonal, communication, and problem-solving skills.
• Strong organisational skills with the ability to manage multiple priorities.
• Comfortable working in a fast-paced, change-oriented environment.
• Experience using CRM and ticketing systems
• Ability to analyse data and make strategic decisions based on insights.
• A customer-first mindset with a passion for delivering exceptional service.

Client Relationship Manager

BCR/AK/31885

(phone number removed)

Birmingham City Centre

Bell Cornwall Recruitment is supporting a local independent law firm, who are looking to bring a Client Relationship Manager into the team. This role will involve managing the communication and relationship with the firm's clients, keeping people up to date and building a strong rapport.

The Role:

• Serve as the main point of contact for clients
• Arrange and if required attend client meetings
• Preparation and delivery of comprehensive reports to clients
• Overseeing the management of files
• Setting up new clients, ensuring terms are agreed and all relevant information inputted
• Ad-hoc administrative support for the team

The Ideal Client Relationship Manager will have:

• Experience in a sales or account management position within professional services
• Excellent written and spoken communication skills
• Professional and proactive attitude
• Strong professional presentation
• Accurate data recording and administrative skills
• LEGAL QUALIFICATIONS NOT REQUIRED- SIMPLY CLIENT/ACCOUNT MANAGEMENT SKILLS AND EXPERIENCE!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

National travel required - Lincoln to Plymouth 

Competitve salary plus Car allowance 

Working in partnership with the National Operations Director, the Client Relationship Manager will focus on providing the highest strategic level relationship for one of our real estate clients working across a national cleaning contract.

The role of Client Relationship Manager will involve field accompaniment to drive the performance of operations and contract support staff. Able to demonstrate a hands-on approach and close analysis of the business and production of operating strategies for client sites within the portfolio. 

As Client Relationship Manager,  you will be responsible for:

• Being an escalation point of contact for senior members of allocated contracts developing and maintaining relationships at senior level.
li>Delivering in line with contract framework agreement and ensuring we achieve all goals as agreed and outlined within the contract and tender submission.
• Overall accountability of budgets/finance delivery including the requirement to complete annual budget reviews with all relevant stakeholders across the shopping centres and retail parks.
• Ensuring consistency of high Service Delivery and high QA/KPI scores, across the entire portfolio of all allocated locations.
• Conducting Annual Reviews of all contracts, incorporating innovation and customer satisfaction at all levels
• Undertaking site visits as required to assess standards and quality audit scores.
• Ensuring that all Regional teams are adhering to client-specific requirements aside of KPIs.

As Client Relationship Manager,  you will have the following expertise and attributes:

li>Ability to confidently and concisely communicate with Director and MD level clients.
• Proactive, ability to identify possible drops in service at early stages, to eliminate major dips in service occurring.
• Able to develop your management team both formally and informally by instructing groups as well as coaching and mentoring individuals.
• Commercial analysis and resolution proposing capability
• Able to multi-task and work in a pressurised environment, able to use time proactively to ensure that potential problems do not surface
• Exceptional ability to create relationships and communicate at all levels, whilst not letting this compromise ability to make and take necessary action.
• Previous senior management experience within an FM and/or B2B environment.
li>Proven management experience within a national high-value single or multi-contract environment.
• Proven track record of performance growth within a previous role.
• A driving licence is required.

What we offer you

We believe in rewarding talent and creating a workplace where everyone feels valued. Here’s what you’ll get:

• < i>33 days holiday (including bank holidays)
• Company sick pay
• Maternity and paternity leave support
• 24/7 GP access, plus mental health, wellness, financial, and legal support
• Two paid volunteering days per year – Give back to a cause that matters to you
< i>Exclusive perks and discounts – More than 250 deals available < i>Ongoing training and development – From apprenticeships to leadership programs < i>Wellbeing, Diversity & Inclusion – Our Mosaic Committee and Mental Health First Aiders are leading the way < i>Recognition and rewards – Celebrating our shining stars all year round

Our Commitment to Inclusion

We are committed to creating a workplace where everyone belongs. As an inclusive and equal-opportunity employer, we welcome applicants from all backgrounds and experiences. We believe that diversity drives innovation and excellence, and we strive to build a culture of respect, fairness, and opportunity for all.

Reasonable adjustments

Please let us know if there are any adjustments, we can make to support you during our recruitment process. We’re happy to help.

Please note: Security clearance (DBS) is required for this role.