Apprentice Client Relationship Specialist
As an Client Relationship Specialist, you will be working in a fast paced, client focused environment, generating opportunities for mortgage consultants, managing inbound lead flow and distribution, managing renewal activity and providing exceptional post-sale support to our clients. This will be alongside study towards industry recognised qualifications to support your career progression.
Main responsibilities of a Client Relationship Specialist:
1. Contact and manage potential clients through various channels, including our existing CRM systems and other as required
2. Contact and qualify leads through phone calls, emails and other communication methods
3. Update a database of leads and prospects for future reference
4. Collaborate with sales to assist with effective lead generation
5. Provide exceptional customer service to clients
6. Manage and prioritise multiple tasks and projects to meet deadlines
7. Ability to work across other business departments and assist with other tasks as required
Skills and Experience required to be a Client Relationship Specialist:
8. Being driven and self-motivated.
9. Good telephone manner, strong relationship building and customer service skills.
10. Ability to use your own initiative and problem solve quickly and efficiently.
11. Outstanding communication skills at all levels, both written and verbal.
12. IT literate (MS Office, Excel and Outlook).
Benefits:
13. Health & Wellness Support: Aviva Digicare+ with 24/7 digital GP, annual health check, and mental health & nutritional consultations (including for immediate family/household), 24/7 employee assistance programme and paid time off for doctors/dental apps.
14. Exclusive Discounts: Significant savings on estate agency, mortgage, and surveying services, access to “Perks at work” for products and services, including electrical and travel.
15. Flexible Working & Holidays: 23 days annual leave (rising to 28) plus paid bank holidays. Partial WFH options available post-probation. Holiday purchase scheme available in addition.
16. Social & Community Events: Business funded social committee including monthly company-funded social events, charity events, Summer BBQ, Christmas Party & Awards, plus paid charity day leave.
17. Ongoing Learning &; Development: Access to LearnSmart training platform, CPD sessions, mentorship, and funded qualifications (e.g., CeMAP).
18. Financial Security: company pension, day 1 Life Assurance, and company sick pay after probation.
Dynamo is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.
Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.
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