Relationship Manager, Financial Services
Our client, a leading player in the financial services sector, is seeking an Operations Relationship Manager to manage day-to-day operational matters for their Financial Adviser (FA) partner network.
This is a 1-year contract role with a possibility of extension.
The Role
This role sits at the heart of FA partner engagement, owning end-to-end case management for operational requests and driving timely, effective resolution across phone, email, and in-person channels.
Key Responsibilities
- Manage and resolve operational requests and feedback raised by FA partners, coordinating with internal stakeholders for swift closure
- Lead end-to-end case management — maintaining accurate records, providing status updates, and progressing cases through to resolution
- Liaise directly with FA partners to confirm requirements, address queries, and manage concerns
- Build and strengthen working relationships with FA partners to enhance the overall distributor experience
- Deliver regular operational updates and training sessions to FA partners
- Support broader operational initiatives as business priorities require
What We're Looking For
- University degree or equivalent
- Minimum 5 years' experience in a customer service role, preferably within life insurance
- Exposure to New Business, Policy Servicing, and/or Claims within life insurance is a strong advantage
- Strong interpersonal and communication skills, with proven stakeholder management across teams and levels
- Self-motivated, resourceful, and comfortable working independently with ownership of outcomes
Interested candidates may reach out for a confidential discussion.