Customer Relationship Management Assistant

We’re Hiring: Client Relationship Assistant | UK | Full-Time

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.