Client Relations & Sales Support Specialist

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

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.