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- Tasks: Be the friendly face for client enquiries and support the Client Relationship Manager.
- Company: Join a growing team dedicated to providing excellent client experiences.
- Benefits: Enjoy a competitive salary and the chance to work in a dynamic environment.
- Why this job: Make a real impact on client satisfaction while developing your skills in a supportive team.
- Qualifications: Great communication skills, attention to detail, and a passion for client engagement are essential.
- Other info: This is a full-time, permanent role based in Macclesfield with an ASAP start.
The predicted salary is between 21500 - 24500 £ 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 and its values. Understanding their approach to client relationships will help you tailor your conversations and show that you're genuinely interested in contributing to their team.
✨Tip Number 2
Practice your communication skills, especially over the phone and via email. Since you'll be the first point of contact for clients, being clear and friendly can make a significant difference in how clients perceive the company.
✨Tip Number 3
Brush up on your organisational skills. You might want to create a mock schedule or use tools to manage tasks effectively, as this role requires juggling multiple responsibilities and maintaining accurate records.
✨Tip Number 4
Showcase your interest in social media and marketing. Think of ways you could engage clients through these platforms and be ready to discuss your ideas during the interview to demonstrate your proactive approach.
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. During the interview, demonstrate your ability to articulate thoughts clearly and listen actively. Prepare examples of how you've effectively communicated with clients in the past.
✨Highlight Your Organisational Skills
This role requires excellent organisation and attention to detail. Be ready to discuss how you manage multiple tasks and prioritise effectively. Consider sharing specific tools or methods you use to stay organised.
✨Demonstrate Client-Focused Mindset
The interviewer will be looking for someone who is client-focused and personable. Prepare to share experiences where you went above and beyond for a client, and how you ensured their satisfaction.
✨Express Your Interest in Social Media
Since the role involves supporting client engagement through social media, show your enthusiasm for this aspect. Discuss any relevant experience you have with social media marketing or how you think it can enhance client relationships.
