Client Relationship Manager

Aon
United Kingdom
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Accuracy","Prioritisation","Transparency","Compliance mindset"]

Support a growing Wealth team by providing administrative service delivery for private clients in Bromsgrove. Prepare and maintain client annual review meetings and ongoing suitability reports, compile documentation for switches/withdrawals/top-ups, and ensure compliant submissions. Handle back-office client information, follow adviser review meetings, coordinate with compliance and accounts, and respond to ad hoc client queries while maintaining accurate, high-quality records.

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FursaFursa
Aon
Aon
20 hours ago

Client Relationship Manager

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Support a growing Wealth team by providing administrative service delivery for private clients in Bromsgrove. Prepare and maintain client annual review meetings and ongoing suitability reports, compile documentation for switches/withdrawals/top-ups, and ensure compliant submissions. Handle back-office client information, follow adviser review meetings, coordinate with compliance and accounts, and respond to ad hoc client queries while maintaining accurate, high-quality records.
Location: United Kingdom
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Prepare client annual review meetings and maintain ongoing suitability reports for compliance.
  • •Compile client documentation for switches, withdrawals, and top-ups, and submit it as required.
  • •Prepare switch/withdrawal/top-up suitability reports in a compliant fashion for financial advisers.
  • •Maintain ongoing client information in the back office to ensure accuracy and completeness.
  • •Liaise with the compliance department and accounts to support service delivery and handle ad hoc client queries.

Key Requirements

  • •Previous experience working within the private client and financial planning industry.
  • •Experience using private client back office software.
  • •Strong IT skills, including the Microsoft Office suite.
  • •Previous experience with cashflow modelling software.
  • •Excellent verbal and written communication skills with a high level of accuracy and ability to prioritise work effectively.
Experience:Financial planningWealth managementPrivate client
Skills:CommunicationAccuracyPrioritisationTransparencyCompliance mindset
Languages:English
Tech Stack:Microsoft OfficeCashflow modellingPrivate client back office software

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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