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- Tasks: Manage client relationships and ensure smooth scheduling of services in a fast-paced environment.
- Company: Join Mercia, part of Wilmington Plc, a leader in professional services.
- Benefits: Enjoy hybrid working, performance bonuses, private healthcare, and more!
- Why this job: Build strong client connections while thriving in a collaborative team.
- Qualifications: Experience in diary management, strong communication skills, and a proactive attitude.
- Other info: Great career growth opportunities in a supportive and inclusive workplace.
The predicted salary is between 22000 - 29000 £ per year.
Location: Hybrid/Leicester office (Tuesday and Wednesday)
Salary: £25,900 per annum + excellent benefits
Contract Type: Full time, permanent
What We Can Offer You: Hybrid Working, Performance-Related Bonus, Life Assurance, Vitality Private Healthcare, Additional Holiday Purchase, Health Cash Plan, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources!
Why Do We Want You? Mercia, part of Wilmington Plc are now looking for someone who thrives in a fast-paced professional services environment, can manage complex diaries, and deliver exceptional client communication at every touchpoint. If you enjoy building strong client relationships while keeping operations running smoothly, this role is perfect for you.
Job Purpose, Tasks and Responsibilities
Main Purpose: To oversee and manage the arrangement and scheduling of Mercia’s File Review and Consultancy products and services to ensure they run smoothly, with all related systems, reports, and correspondence kept up to date. You will also manage the arrangement and scheduling of in-house products and services for a selection of Mercia clients in a proactive and timely manner, ensuring slick processes, quick turnaround times, and excellent client service.
You will be responsible for:
- Sales Lead Management – dealing with all incoming sales leads assigned and building strong relationships with our clients
- Arranging and scheduling File Review and Consultancy services for allocated clients
- Ensuring all relevant compliance information is obtained from clients ahead of reviews
- Updating all relevant logs/databases
- SDE management
- Updating OTIS when reports are received from consultants
- Forging and maintaining professional and helpful relationships with external clients and helping them make the most of Mercia’s services
- Telephoning, emailing, and using our secure portal to send confirmations and engagement terms to clients
- Finalising consultancies and invoicing clients for work completed
- In-house case management
- Diary management for our technical team
- PO management
- Other related responsibilities as required
What’s the Best Thing About This Role? The opportunity to build and nurture strong, long-term relationships with clients while working within a well-established, collaborative team that values professionalism and excellence.
What’s the Most Challenging Thing About This Role? Managing the demands of high-level professional clients, requiring exceptional communication, meticulous attention to detail, and the ability to juggle multiple priorities efficiently in a fast-paced environment.
What We’re Looking For To be successful in this role, you must have / be:
- Extensive experience in diary management and scheduling
- Experience working in professional services
- Strong communication skills and ability to interact confidently with senior clients
- Experience with Salesforce would be an advantage
- Good working knowledge of Excel
- A strong team member who can support others with tasks
- Ability to work in a fast-paced environment and under own initiative
To be successful in this role, it would be great if you have:
- A good understanding of the accountancy industry
We know it’s not a skill, but the successful candidate must have permission to work in the role’s location by the start of their employment.
About us Mercia Group, part of Wilmington Plc, a leading provider of information, education, and networking services. At Mercia, we support accountancy firms across the UK with high-quality training, content, and resources. By joining our team, you’ll be part of a forward-thinking business that values curiosity, collaboration, and continuous growth.
Join us and do Work That Means Something. At Wilmington Plc, we help global customers do the right business in the right way—providing trusted data, insights, and education to navigate the Governance, Risk and Compliance (GRC) landscape. When you join us, you’ll not only make a real difference for our customers, you’ll also enjoy flexibility through hybrid working and benefit from a wide range of learning, career, and development opportunities. Whether you’re just starting out, returning to work after a break, or looking to take your next step, you’ll be doing work with meaning. Join us and make a real difference. Click on ‘APPLY’ today!
Client Relationship Executive in Leicester employer: Tribepost Ltd
Contact Detail:
Tribepost Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Executive in Leicester
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Mercia and its services. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your experience aligns with managing client relationships and diary management.
✨Tip Number 3
Show off your communication skills! During the interview, be clear and concise. Remember, this role is all about exceptional client communication, so let your personality shine through.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself top of mind!
We think you need these skills to ace Client Relationship Executive in Leicester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Relationship Executive role. Highlight your experience in diary management and client communication, as these are key aspects of the job. We want to see how you can bring your unique skills to our team!
Showcase Your Communication Skills: Since this role involves interacting with senior clients, it’s essential to demonstrate your strong communication abilities. Use clear and concise language in your application, and don’t shy away from sharing examples of how you've successfully managed client relationships in the past.
Highlight Relevant Experience: Be sure to mention any experience you have in professional services or with tools like Salesforce. This will help us see how well you fit into our fast-paced environment. If you’ve worked in similar roles before, let us know how you excelled!
Apply Through Our Website: Don’t forget to apply through Wilmington Plc’s career site! It’s the best way for us to receive your application and ensure it gets the attention it deserves. Plus, it’s super easy to do—just click ‘APPLY’ and follow the prompts!
How to prepare for a job interview at Tribepost Ltd
✨Know Your Client Relationship Basics
Before the interview, brush up on your understanding of client relationship management. Be ready to discuss how you’ve built and maintained strong relationships in previous roles, especially in a professional services environment.
✨Showcase Your Diary Management Skills
Since diary management is crucial for this role, prepare examples of how you've successfully managed complex schedules. Highlight any tools or software you’ve used, like Salesforce or Excel, to keep everything organised.
✨Communicate with Confidence
Exceptional communication is key for this position. Practice articulating your thoughts clearly and confidently. Consider role-playing common interview questions with a friend to refine your responses and ensure you come across as professional and approachable.
✨Demonstrate Your Problem-Solving Abilities
Be prepared to discuss how you handle multiple priorities in a fast-paced environment. Think of specific examples where you’ve successfully juggled tasks while maintaining attention to detail, and be ready to share these during the interview.
