Social network you want to login/join with:
Customer Relationship Management Assistant, Macclesfield
Client:
Location: Macclesfield, United Kingdom
Job Category: Other
-
EU work permit required: Yes
Job Views: 5
Posted: 12.05.2025
Expiry Date: 26.06.2025
Job Description:
We’re Hiring: Client Relationship Assistant | UK | Full-Time
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
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
You must have the right to work in the UK.
#J-18808-Ljbffr