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Location – Head Office, Wigan
The Opportunity
Due to continued growth, we are looking for a Client Relationship Manager to join our expanding Private Client team. This is an ideal role for a graduate with a few years’ sales or account management experience who is ready to step into a more strategic, client-facing position.
You will manage a portfolio of legal firm clients, developing long-term relationships, growing existing accounts and converting warm marketing leads into new business. Acting as the main point of contact, you will ensure clients understand our services and see Estate Research as a trusted extension of their team.
What You’ll Be Doing
- Managing relationships with existing clients
- Identifying opportunities to grow existing accounts by understanding client caseloads and offering tailored solutions
- Identifying new accounts and then working within a set process to contact them to generate new business.
- Working proactively with marketing-generated leads to develop new business and revenue streams
- Ensuring clients fully understand our services, their benefits and how to integrate them into their daily work
- Arranging and attending client meetings across England and Wales, presenting to teams of Private Client solicitors
- Accurately recording client interactions, leads and revenue using internal systems
- Consistently meeting or exceeding KPIs relating to meetings, account growth and new sales
- Reporting into the Head of Private Client, contributing to wider business development strategy
- Collaborating closely within our sales team to contribute to and deliver the company strategies.
- Staying informed on industry trends and changes within the UK Private Client legal sector
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About You
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You’ll be professional, confident and commercially minded, with a genuine interest in relationship-led sales.
You’ll Ideally Have
- A professional and confidential communication style, comfortable engaging with decision-makers
- Strong verbal and written communication skills, with excellent attention to detail
- A proactive approach to business development and account growth
- An understanding of estate administration and intestacy under UK law (or a strong willingness to learn)
- A high level of organisation and self-motivation
- A full UK driving licence and willingness to travel for client meetings
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