Client Relations Administrator

Tudor Employment Agency are currently recruiting for a Client Relations Administrator for our prestigious client based in Aldridge. Our client is an award-winning technology-based discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers. Salary for the Client Relations Administrator: £26,000 per annum Duties of the Client Relations Administrator: * Organise and prioritise enquiries received via the company’s shared mailbox * Schedule tasks, meetings, and telephone calls using the company’s CRM and Microsoft Outlook * Respond to queries promptly with appropriate, considerate communication, especially regarding customer vulnerabilities * Process client applications and report incomplete or incorrect submissions to the Client Relations Manager * Support client meetings and appointments by arranging venues, marketing materials, hospitality, and refreshments * Maintain accurate and up-to-date client records using the company’s CRM and workspace systems * Assist the sales team by arranging meetings, conducting due diligence, managing client onboarding/offboarding, and logging correspondence * Perform general office administration duties including ordering stationery and supplies, filing, photocopying, printing, and managing reception * Organise and maintain internal folders for efficient document management Skillset required for the Client Relations Administrator: * Strong Administration * Good Organisation * Effective Communication * Customer service * Teamwork Hours of work for the Client Relations Administrator 9am – 5pm In order to be considered for the Client Relations Administrator: position or to obtain further information please contact the Resource Team on (phone number removed) – ext 1004