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- Tasks: Support clients from first contact to follow-up, ensuring a great experience.
- Company: Join a growing team focused on client relationships and satisfaction.
- Benefits: Enjoy a competitive salary and the chance to work in a friendly environment.
- Why this job: Be part of a dynamic team that values communication and client engagement.
- Qualifications: Great communication skills, attention to detail, and a passion for client service required.
- Other info: Full-time role based in Macclesfield with opportunities for growth.
The predicted salary is between 20000 - 22000 £ per year.
We’re recruiting on behalf of our client, for a friendly, organised and professional Client Relationship Assistant to join their growing team. You’ll play a key role in supporting the Client Relationship Manager and ensuring every client has a great experience — from first contact to post-completion follow-up.
Hours: Full-time
Location: Macclesfield
Contract: Permanent
Salary: £25,000 – £27,500 (depending on experience)
What you’ll be doing:
- Be the first point of contact for new client enquiries via phone or email
- Allocate clients to advisers and book appointments
- Contact existing clients ahead of their mortgage renewals
- Conduct satisfaction calls after completion and encourage reviews
- Schedule annual reviews and follow up on potential leads
- Support client engagement through social media
- Maintain records of client contact and referral activity
- Manage introducer commission payments and ensure accuracy
- Provide admin support to advisers, from inputting client data to liaising with lenders, solicitors and providers
We’re looking for someone who:
- Makes a great first impression and communicates clearly
- Is client-focused, professional, and personable
- Works well in a team and is happy to support wherever needed
- Has excellent organisation and attention to detail
- Is confident with numbers and systems
- Has an interest in social media and marketing
- Is always looking for ways to improve processes
Start date: ASAP
You must have the right to work in the UK.
Customer Relationship Management Assistant employer: Altum HR
Contact Detail:
Altum HR Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Management Assistant
✨Tip Number 1
Familiarise yourself with the company’s values and mission. When you understand what they stand for, you can tailor your conversations to reflect their ethos, showing that you're not just a good fit for the role but also for the company culture.
✨Tip Number 2
Practice your communication skills, especially over the phone and via email. As a Client Relationship Assistant, you'll be the first point of contact, so being clear, friendly, and professional in your interactions is crucial.
✨Tip Number 3
Get comfortable with CRM software and tools commonly used in client relationship management. Being able to demonstrate your proficiency with these systems during interviews will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This role requires excellent attention to detail, so highlighting your ability to juggle responsibilities will be beneficial.
We think you need these skills to ace Customer Relationship Management Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Client Relationship Assistant. Emphasise your communication skills, organisational abilities, and any experience in client-facing roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position. Mention specific examples of how you've successfully managed client relationships or improved processes in previous roles.
Highlight Relevant Skills: In your application, focus on skills that are crucial for this role, such as attention to detail, teamwork, and proficiency with numbers and systems. Use concrete examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential for this role.
How to prepare for a job interview at Altum HR
✨Showcase Your Communication Skills
As a Client Relationship Assistant, clear communication is key. Be prepared to demonstrate your ability to convey information effectively, whether through examples of past experiences or by engaging in a mock conversation during the interview.
✨Highlight Your Organisational Abilities
This role requires excellent organisation and attention to detail. Bring examples of how you've successfully managed multiple tasks or projects in the past, and be ready to discuss your methods for staying organised.
✨Demonstrate Client-Focused Mindset
The interviewer will be looking for someone who prioritises client satisfaction. Prepare to share instances where you went above and beyond for a client, and express your understanding of the importance of building strong client relationships.
✨Familiarise Yourself with Social Media Engagement
Since the role involves supporting client engagement through social media, brush up on current trends and best practices. Be ready to discuss how you can leverage social media to enhance client relationships and improve processes.
