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- Tasks: Support clients from first contact to follow-up, ensuring a great experience.
- Company: Join a growing team dedicated to client satisfaction in Macclesfield.
- 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 relationships.
- Qualifications: Great communication skills, attention to detail, and a passion for client service required.
- Other info: Full-time permanent role with opportunities for growth and development.
The predicted salary is between 20000 - 23000 £ 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 during interviews and demonstrate that you're a good fit for their culture.
✨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, showcasing your ability to communicate clearly and professionally is crucial.
✨Tip Number 3
Brush up on your organisational skills. Being able to manage multiple tasks, such as scheduling appointments and maintaining records, will be key in this role, so think of examples from your past experiences that highlight these abilities.
✨Tip Number 4
Show your enthusiasm for social media and marketing. Since the role involves client engagement through these channels, having ideas or examples of how you've successfully used social media in a professional context can set you apart.
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 previous customer service experience.
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 in the past and how you can contribute to enhancing client experiences.
Highlight Relevant Skills: In your application, clearly outline your skills related to client engagement, organisation, and attention to detail. Mention your comfort with numbers and systems, as well as any experience with social media or marketing.
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 are crucial 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 your time and tasks. You could mention specific tools or methods you use to stay organised, such as scheduling software or prioritisation techniques.
✨Demonstrate Client-Focused Mindset
The interviewer will be looking for someone who is client-focused and personable. Share experiences where you went above and beyond to ensure client satisfaction. This could include handling difficult situations or receiving positive feedback from clients.
✨Express Interest in Social Media and Marketing
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 platforms or marketing strategies, and how you believe they can enhance client relationships.
