Mattioli Woods plc
Client Relationship Manager
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At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We're looking for an experienced administrator with a solid personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.
What you'll be doing:
- Managing and administering a portfolio of personal wealth clients
- Building strong relationships with clients, listening carefully to identify their needs and ensuring they're always well looked after
- Handling client queries promptly and professionally, resolving issues with accuracy and care
- Partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions
- Supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected
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What we're looking for:
- Solid experience in financial services, specifically in personal wealth management - this is essential, not optional.
- The kind of communication skills that put clients at ease - clear, professional, and genuinely attentive
- High attention to detail and the ability to stay on top of a varied, fast-moving workload - because our clients notice when things are done well
- A proactive, organized approach and the confidence to work independently as well as part of a close-knit team.
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Perks and benefits
- 💰 Competitive salary
- ⏰ 34.5-hour working week
- 💼 5% employer/5% employee pension
- 💖 4x salary life assurance and group income protection
- 🏥 Health cash plan (Core Level 1)
- 🎉 25 days’ holiday plus statutory (increasing with service)
- 🌱 Training and development opportunities
- 🤝 A supportive, collaborative team environment
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
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