Client Relations Executive

Job Advert; Northampton; On-site; GBP 26,000 - 28,000; Full time

Job summary

Job Advert in Northampton is seeking a professional Client Relations Executive to deliver an outstanding client experience as the first point of contact for customers. You will handle telephone and webchat enquiries, qualify leads, and direct customers to the appropriate sales team members, while supporting quality monitoring and compliance processes.

This role offers full training, progression into a regulated sales support pathway, a competitive salary of £26,000–£28,000 plus an annual bonus

Qualifications

• Previous experience in Customer Service, Account Management, Sales Support or administrative role.
• Degree preferred, with BBB or equivalent A-Levels (or higher).
• Excellent verbal and written communication skills.
• Confident speaking with customers by phone and webchat.
• Ability to multitask with typing while speaking to customers.
• Strong attention to detail and organisational skills.
• Good Microsoft Office skills and CRM/webchat experience advantageous.
• Positive, proactive learning mindset.

Responsibilities

• Handle 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

CRM systems

Microsoft Office

Communication skills

Typing while speaking

Education

Degree preferred

A-Levels BBB or equivalent

Tools

CRM platforms

Webchat software

Job description

Role: Client Relations Executive
Location: Northampton
Monday - Friday Full-time, Office based
Salary: £26,000 - £28,000 per annum (depending on experience) plus annual bonus (typically 5% - 15% of basic salary)

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.

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