Client Relationship/Liaison Manager 

Financial Services

Do you pride yourself in offering great customer service to clients?

Are you exceptional on the telephone?

Do you come from a banking background and sick of offering excellent service with no financial rewarded for your efforts?

Do you have experience within financial services or Bridging & development?

If so, get in touch as I have a role for you!

Key responsibilities:


  • Prioritise diary to plan calls for introducers to maintain good broker relationships and maximise potential new business.
  • Keep in touch with key brokers/ introducers, offering great customer services and after care upon completion of cases.
  • Manage Broker and Introducer relationships, leads and enquiries.
  • Enter introducer details on the CRM system and ensure all information is kept up to date.
  • Refer any queries from Introducers/Brokers to underwriting staff
  • Take outbound and inbound calls for key introducers and brokers.
  • Be the first point of contact for any question and queries so excellent customer service and a friendly manner is a must

Ideal candidate:


  • Excellent customer services skills
  • Great telephone etiquette
  • Organised and methodical in thinking.
  • Excellent IT Skills (Microsoft Office)
  • Commercial & Development Finance is Preferred but not essential.
  • Financial services background within a customer service role.
  • The ideal Candidate will have experience in an account holder/ BDM role in the past.
  • Brokers/ Introducer relationships already intact within Commercial and Development finance would be advantageous but not a necessity.
  • Great understanding of lender criteria would be advantageous but not essential.

Get in touch today to interview immediately on 0161 249 9717 

Birmingham City Centre (Office Based)

£20,000 - £30,000 (Dependent upon experience)


Your Consultant

Raqim Mohammed

Raqim Mohammed



Speak to Raqim


Let's Work Together

At Consegna, we work hard to find the right fit for a role, promising to never settle for the easy option. Speak to one of our team today to see how we can help you.