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:

1. Organise and prioritise enquiries received via the company’s shared mailbox
2. Schedule tasks, meetings, and telephone calls using the company’s CRM and Microsoft Outlook
3. Respond to queries promptly with appropriate, considerate communication, especially regarding customer vulnerabilities
4. Process client applications and report incomplete or incorrect submissions to the Client Relations Manager
5. Support client meetings and appointments by arranging venues, marketing materials, hospitality, and refreshments
6. Maintain accurate and up-to-date client records using the company’s CRM and workspace systems
7. Assist the sales team by arranging meetings, conducting due diligence, managing client onboarding/offboarding, and logging correspondence
8. Perform general office administration duties including ordering stationery and supplies, filing, photocopying, printing, and managing reception
9. Organise and maintain internal folders for efficient document management

Skillset required for the Client Relations Administrator:

1. Strong Administration
2. Good Organisation
3. Effective Communication
4. 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 01922 725445 and select option 1 – or submit your CV to commercial@tudoremployment.co.uk. Alternatively, email, text or WhatsApp your contact details and we will call you back – 07807 727925 – Quote TEAADM/16