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- Tasks: Manage client relationships and develop new business opportunities in a dynamic environment.
- Company: Join a forward-thinking company with a supportive culture in Harrogate.
- Benefits: Earn up to £40,000 plus bonuses, pension, healthcare, and 25 days holiday.
- Why this job: Shape your career while working with established clients and growing your own portfolio.
- Qualifications: Experience in employee benefits or financial services and strong relationship-building skills.
- Other info: Enjoy professional development support and a collaborative office atmosphere.
The predicted salary is between 28800 - 48000 £ per year.
An exciting and newly created role for a Customer Relationship Consultant has arisen to join our client's growing team in Harrogate. You'll take ownership of a portfolio of established clients and assist in developing new business opportunities. This is an excellent opportunity for someone with experience in employee benefits administration, consultancy, insurance broking, or financial services who is looking to build their expertise and career and progress within a supportive, forward-thinking business.
Responsibilities include:
- Acting as deputy Client Relationship Manager on several larger accounts supporting the Managing Director.
- Taking the lead CRM role on a portfolio of smaller clients ensuring exceptional service delivery in line with client needs and agreed terms.
- Working closely with the Client Support team to manage scheme renewals, annual reporting, and key client events.
- Developing opportunities for organic growth within your client base.
- Playing an active role in new business activity, following up leads, attending meetings, and pitching services as part of the Sales & Marketing team.
- Maintaining CPD requirements for FCA authorisation (group risk and healthcare).
- Building and updating pensions knowledge to confidently answer technical client queries including workplace pension operations and auto enrolment duties.
- Contributing content for the quarterly newsletter and supporting wider communications.
- Attending networking events, conferences, and partner functions to strengthen relationships and build new ones.
Candidate requirements:
- Experience within employee benefits, insurance broking, or financial services support/consultancy.
- A proactive client-focused approach and confidence in building relationships.
- Strong organisational skills and an eye for detail.
- Someone comfortable managing multiple responsibilities and deadlines.
- A good communicator who enjoys both client work and business development.
Salary and benefits:
- Salary up to £40,000 plus performance-related bonus.
- Pension, life assurance, and private healthcare.
- 25 days holiday plus bank holidays.
- Full support with training and professional development.
- A friendly collaborative working environment.
- The chance to work with an established book of clients from day one while still having opportunities to shape and grow your own portfolio.
Professional qualifications are encouraged and fully supported; the company covers membership fees for relevant bodies as well as exam costs. This is an office-based role requiring regular attendance at the Harrogate office, so you should be within a reasonable daily commute. Occasional travel to client sites and networking events is required, so must have a driving licence.
Interested? Please send your CV to Louise at Unity Resourcing.
Customer Relationship Consultant Harrogate employer: Unity Resourcing
Contact Detail:
Unity Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Consultant Harrogate
✨Tip Number 1
Network like a pro! Attend local events and meet-ups in Harrogate to connect with industry professionals. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies showcasing your experience in employee benefits or client management. This will help you stand out during interviews and demonstrate your expertise.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you're keen and professional, which is exactly what employers want.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Customer Relationship Consultant Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in employee benefits, insurance broking, or financial services to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this opportunity. Share specific examples of how you've built client relationships and contributed to business growth in your previous roles.
Showcase Your Organisational Skills: Since the role involves managing multiple responsibilities, give us examples of how you've successfully juggled tasks in the past. This will demonstrate your ability to handle the demands of the position.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Unity Resourcing
✨Know Your Clients
Before the interview, research the types of clients the company works with. Understanding their needs and challenges will help you demonstrate how your experience in employee benefits or financial services can add value to their portfolio.
✨Showcase Your Communication Skills
As a Customer Relationship Consultant, strong communication is key. Prepare examples of how you've successfully built relationships with clients in the past. Be ready to discuss how you handle difficult conversations and ensure client satisfaction.
✨Demonstrate Proactivity
Highlight instances where you've taken the initiative to develop new business opportunities or improve client service. This role requires a proactive approach, so share specific examples that showcase your ability to identify and act on growth opportunities.
✨Prepare for Technical Questions
Brush up on your knowledge of pensions, workplace operations, and auto enrolment duties. Be prepared to answer technical queries confidently, as this will show your expertise and readiness to support clients effectively.
