back to jobs
Job ID 14747 Permanent Trust

Assistant CRM, Family Office Team


A professional services firm is seeking an Assistant Client Relationship Manager to join its team. This is a varied role supporting the delivery of services to a portfolio of private clients.

Key responsibilities:
⭐ Support client relationship managers with day-to-day administration
⭐ Assist with client queries and ensure a high level of service
⭐ Help maintain client records and documentation
⭐ Liaise with internal teams and external contacts as required
⭐ Assist with onboarding and ongoing client processes

What you’ll need:
⭐ Some experience in financial services or a similar environment (typically 1–2 years) or a strong interest in starting a career in the industry
⭐ Good communication and organisational skills
⭐ Strong attention to detail
⭐ Proactive approach and willingness to learn
⭐ Ability to work in a fast-paced environment

Why join?
⭐ Great opportunity within a client-focused team
⭐ Varied role with exposure to private client services
⭐ Supportive environment with opportunities to develop and progress

Have questions about this role? Let's talk...

Register interest

Please provide as much detail as possible to assist with your submission.

This field is for validation purposes and should be left unchanged.
Drop files here or
Accepted file types: pdf, doc, docx, txt, rtf, pages, jpg, png, Max. file size: 512 MB.