Client Customer Service Advisor (Client Partner)

First Intuition; West of England; On-site; GBP 42,000 - 56,000; Full time

Job summary

First Intuition is seeking a client partner to lead client relationships and meetings with FI Southwest clients, triage queries and drive application sign-ups for apprentices and exams. You will coordinate annual reviews, capture feedback, and ensure compliant processes run smoothly.

The role emphasizes professional client handling, meticulous record-keeping, and collaboration with the Head of Clients to support growth and service delivery.

Qualifications

• Professional and organised approach to meetings, updates and communications.
• Attention to detail.

Responsibilities

• Holding regular meetings with allocated clients, following a set agenda and writing up minutes and actions in the relevant teams channel.
• Attending annual review with key clients – discussing success, challenges and gathering feedback from apprentices and managers.
• Being the first point of contact for client queries, triaging these and ensuring resolution.
• Completing the sign-up process for new apprenticeship and exam plus applications (up to onboarding).
• Ensuring eligibility and suitability criteria are met when completing sign-ups and authorisations.

Job description

Founded in 2007 First Intuition (FI) is an award-winning, UK-based provider of

predominantly accountancy training and apprenticeships. We currently have ~ 500 staff

based across 15 physical locations and remotely, but we continue to grow rapidly. In

April 2023, we secured investment from the private equity firm Apiary Capital who

continue to support us in our growth plans, including acquisitions of six First Intuition

franchises over the past two years.

Our success is due to our approach to training and our links with businesses. We work closely with organisations to precisely understand their needs and incorporate these into innovative course designs, where the interaction with students is tailored, personal and reflects their specific circumstances. This approach has led to First Intuition being awarded an ‘Outstanding’ rating by Ofsted.

We consider ourselves a national provider with locally held relationships. This enables us to deliver student focussed programmes and build strong relationships with all of our clients, big or small. With a talented team we are dedicated to fostering a collaborative and inclusive culture that supports both personal and professional growth and were voted as one of the Sunday Times Best Places to Work 2024.

Reporting to and working with the Head of Clients, the client partner will be responsible for a range of activities including leading meetings with FI Southwest clients.

Duties will include:

• Holding regular meetings with allocated clients, following a set agenda and writing up minutes and actions in the relevant teams channel
• Along with the Head of Clients, attending an annual review in person meeting with key clients – discussing success and challenges over the year and a range of EDI data – gathering feedback from apprentices and managers
• Being the first point of contact for client queries, triaging these and ensuring resolution
• Completing the sign‑up process for new apprenticeship and exam plus applications, up to but not including the onboarding form
• Ensuring all eligibility and suitability criteria are met when completing sign‑up’s and authorisations requested when needed
• Ad‑hoc client communications as required
• Proactively managing progressions of learners with FI
• Manage exam only planners for allocated clients, ensuring courses are booked and progress tracked
• Managing interest from new clients, seeing this through to applications as appropriate
• Covering leave for other members of the client team

Essential to the role:

• Professional and organised approach to meetings, updates and communications
• Attention to detail

First Intuition are dedicated to safeguarding children, young people, and vulnerable adults. All roles require reference checks, an enhanced DBS, and online searches in line with KCSIE guidelines. This post is exempt from the rehabilitation of Offenders Act 1974.

First Intuition is committed to safeguarding and promoting the welfare of children and vulnerable adults. All staff are expected to share this commitment and adhere to our Safeguarding and Prevent Policy, which can be viewed here.

We are a disability confident employer, committed to equal opportunities for all applicants. If you need reasonable adjustments during the recruitment process, please let us know.