Client Relationship Manager

Discover the traits we strive to show each day, in every conversation, and every decision

Job title: Client Relationship Manager
Reporting to: Operations Manager
Date of Issue: February 2026

To provide administrative support to the Advisers.

Client servicing

• Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
• Organise existing and prospective client meetings and actively manage Financial Advisers diary and workload, if required by the Financial Advisers.
• Liaise with clients on any administration queries they may have.
• Manage client service needs and client expectations to ensure client satisfaction.
• Ensure action points resulting from client meetings get diarised and dealt with.

Processing of new business

• Preparation of meeting packs, to include new business for signing up.
• Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner.
• Check accuracy and completeness of all documentation.
• Requesting required documentation from clients and sending policy documents to clients.
• Ordering quotes and requesting policy details for advisors.
• Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales.

Client reviews

• Organise client review meetings as per the ‘Review Process’, if required by the Financial Advisers.
• Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements.
• Ensure follow up letters are sent in a timely manner.
• Ensure implementation of agreed actions.

Other CRM duties

• General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties.
• Maintenance of client records on the back office system (Intelligent Office).
• Uploading file notes to the back office system, following client or company contact.
• Submitting and processing surrender requests, death claims etc.
• Provide Holiday and Sickness cover for colleagues.
• Ensure that significant risk issues are referred to the Operations Manager where appropriate.
• Make a constructive contribution to the continuing development of the team.
• Proactively enhance industry knowledge, through external and internal sources.
• The training for this role will take place in Wellington for at least the first two weeks of employment.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person specification

Required

• Proficient with Microsoft Office.
• Discretion and professionalism when handling sensitive data.

Preferred

• Previous experience of administrative role, ideally in the financial services sector.
• Familiarity with CRM systems.

Personal Skills

• Excellent interpersonal skills
• Ability to communicate clearly and concisely, both orally and in writing.
• Ability to work effectively with a team based across the region with both face to face and digital communication skills.
• Ability to organise own workload, prioritise effectively and identify issues for escalation.
• Ability to learn new software.
• Previous work experience in the IFA Market and dealing with Provider Platforms – At least 2 years minimum experience required.

If you are interested in learning more about this role or want to apply, please send your CV/Application to