Job Description


As Client Relationship Manager, you will take complete ownership of client relationships, ensuring accountability for their financial outcomes. You will be committed to guiding clients towards their financial goals, emphasising meticulous attention to detail and collaboration within a team setting to prioritise tasks effectively.


About You:


Are you someone with a keen eye for detail, driven by a passion for providing exceptional client service? We’re seeking individuals with:

  • Excellent communication skills for seamless engagement within a team-oriented environment.

  • Strong organisational skills with a knack for prioritising tasks and meeting deadlines.

  • A positive attitude, demonstrating initiative and maintaining high-quality work standards.

  • Ideally, 2-3 years of industry experience, with knowledge in accounting / finance.

    • Key Responsibilities & Accountabilities:

  • Manage and monitor an ...

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