Client Relations Administrator

Osborne Appointments; Hardingstone; On-site; GBP 26,000 - 28,000; Full time

Job summary

Osborne Appointments in Northampton is seeking a Client Relations Administrator to deliver outstanding customer experiences by handling telephone and webchat enquiries and directing customers to the right sales team.

You will support quality monitoring, compliance processes, and various operational and administrative tasks while building a long-term career in financial services. Training will be provided with opportunities for progression.

Qualifications

• Previous experience in Customer Service, Account Management, Sales Support or an administrative role.
• A degree is preferred, with a minimum of A-Levels (or equivalent) at BBB or above.
• Excellent verbal and written communication skills.
• Confident speaking with customers over the telephone and via webchat.
• Ability to multitask, including typing whilst speaking to customers.
• Strong attention to detail and organisational skills.
• Good Microsoft Office skills and experience using CRM or webchat systems would be advantageous.
• A positive, proactive approach with a willingness to learn.

Responsibilities

• Answer incoming telephone and webchat enquiries, qualifying and directing customers to the appropriate Sales Team member.
• Provide exceptional customer service and maintain a professional, engaging telephone manner.
• Keep the Customer Records Management system up to date with accurate client information and call summaries.
• Carry out quality monitoring of sales calls and provide constructive feedback to the Sales Team.
• Support complaints handling and assist with complaint resolution where required.
• Obtain Trustpilot and Google reviews from customers.
• Assist with customer due diligence and compliance processes following training.
• Support the Client Relations Team Manager and Director of Compliance & Operations with administrative and ad hoc duties.
• Ensure business processes are followed and maintained to a high standard.
• Provide additional support across the business as required.

Skills

Customer service

Account management

Sales support

Administration

Microsoft Office

CRM systems

Webchat systems

Education

Degree preferred

A-Levels BBB

Tools

CRM systems

Webchat systems

Job description

Role: Client Relations Administrator

Location: Northampton

Monday - Friday Full-time, Office based

Salary: £26,000 - £28,000 per annum (depending on experience)

An exciting opportunity has arisen for a professional and customer-focused Client Relations Executive to join a well-established and growing business based in Northampton.

As the first point of contact for customers, you will play a key role in delivering an outstanding client experience by handling telephone and webchat enquiries, qualifying leads, and directing customers to the appropriate sales team members. Alongside customer interaction, you'll support quality monitoring, compliance processes, customer reviews, and a variety of operational and administrative tasks.

This is an excellent opportunity for someone with strong customer service or administration experience looking to build a long-term career within financial services. Full training will be provided, with genuine opportunities for progression into a regulated sales support role for candidates looking to develop further.

Duties of a Client Relations Executive:

• Answer incoming telephone and webchat enquiries, qualifying and directing customers to the appropriate Sales Team member.
• Provide exceptional customer service and maintain a professional, engaging telephone manner.
• Keep the Customer Records Management system up to date with accurate client information and call summaries.
• Carry out quality monitoring of sales calls and provide constructive feedback to the Sales Team.
• Support complaints handling and assist with complaint resolution where required.
• Obtain Trustpilot and Google reviews from customers.
Assist with customer due diligence and compliance processes following training.
• Support the Client Relations Team Manager and Director of Compliance & Operations with administrative and ad hoc duties.
• Ensure business processes are followed and maintained to a high standard.
• Provide additional support across the business as required.

What we would like from you:

• Previous experience in Customer Service, Account Management, Sales Support or an administrative role.
• A degree is preferred, with a minimum of A-Levels (or equivalent) at BBB or above.
• Excellent verbal and written communication skills.
• Confident speaking with customers over the telephone and via webchat.
• Ability to multitask, including typing whilst speaking to customers.
• Strong attention to detail and organisational skills.
• Good Microsoft Office skills and experience using CRM or webchat systems would be advantageous.
• A positive, proactive approach with a willingness to learn.

Personal Attributes:

• Professional, friendly and engaging.
• Highly organised with excellent attention to detail.
• Calm under pressure and able to manage multiple priorities.
• Strong problem-solving skills.
• Commercially aware.
• Self-motivated whilst also working effectively as part of a team.
• Positive attitude with a proactive, can-do approach.