Flagstone
FinTech
PremiumClientManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Premium Client Manager at Flagstone. Skills: Premium client service, Relationship management, Commercial strategy. Evolve premium client model. Own premium client service proposition”
What You'll Achieve.
Maintain zero-drop client satisfaction; Strengthen personal connection; Drive long-term loyalty
Industry & Context.
Issue resolution; Complex query navigation
What They're Looking For.
Must Have
Premium or Private Client Experience, High-net-worth client management, Portfolio management experience, Service model design ability, Organised approach to portfolio, Exceptional interpersonal skills, Financial literacy, Familiarity with regulated financial services
Nice to Have
Experience in private banking, Experience in wealth management, Experience in high-touch financial services
What You'll Do.
Evolve premium client model
Own premium client service proposition
Define premium client qualification
Define premium service practice
Measure premium client impact
Deliver contact strategy
Implement proactive engagement cadence
Establish escalation protocols
Define service standards
Align premium model with commercial priorities
Ensure premium model scalability
Own defined client portfolio
Ensure quality of client experience
Ensure consistency of client experience
Proactively reach out to clients
Understand client financial context
Deliver commercially astute conversations
Identify opportunities to deepen relationships
Act as first point of escalation
Own resolution process
Maintain positive client experience
Navigate complex queries
Work cross-functionally
Maintain zero-drop client satisfaction
Track portfolio health
Report on portfolio health
Work with Sales Team Leads
Ensure smooth handover of clients
Feed client insight back
Partner with Client Operations
Partner with Marketing
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Client Operations collaboration; Product collaboration; Compliance collaboration; Sales Team collaboration; Marketing collaboration
Communication Scope
Client conversations; Client communication
Full Job Description
What is Flagstone? Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit, and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work. Each definition shares a common thread: our unique culture. It’s our pride and joy. And our competitive advantage. A feel for our culture To revolutionise the savings market, we need to be at our best. But high performance takes more than talent – it takes a culture of kindness, respect, and growth. That’s why we’re building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it. We may not change the world, but we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three. But enough about us. Let’s talk about you. Does this sound like you? Flagstone is the UK's leading cash platform with £19bn in AuA and a mandate to reach £50bn by 2028. A significant proportion of that AuA sits with a small number of high-value clients whose continued confidence in us is commercially critical. Until now, these clients have been served through the same model as the rest of our client base. That changes with this role. The Premium Client Manager will be solely dedicated to our most valuable clients, providing a proactive, personalised service that reflects the scale of their relationship with us. This is a blank canvas opportunity for someone who understands what best in class premium service looks like, and has the relationship skills and commercial instinct to build it. What You'll Be Doing Evolving the Premium Client Model - Own and iterate the premium client service proposition and playbook, defining who qualifies, what service looks like in p
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