Client Relations Specialist – Financial Services Support

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

Job summary

Osborne Appointments in Northampton is seeking a professional Client Relations Administrator to join our team. You will be the first point of contact for customers, handling telephone and webchat enquiries, qualifying leads, and directing customers to the appropriate sales colleagues.

The role includes training with genuine progression into regulated sales support, offered on a Monday–Friday, office-based basis, with a salary of £26,000–£28,000 depending on experience.

Qualifications

• Previous experience in Customer Service or administrative roles.

Responsibilities

• Answer incoming telephone and webchat enquiries, directing customers to the appropriate Sales Team member.
• Provide exceptional customer service and maintain a professional 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

Administrative

Education

Degree preferred BBB or higher

A-Levels BBB or above

Tools

CRM systems

MS Office

Webchat systems

Job description

Osborne Appointments in Northampton is seeking a professional Client Relations Administrator to join our team. You will be the first point of contact for customers, handling telephone and webchat enquiries, qualifying leads, and directing customers to the appropriate sales colleagues.

The role includes training with genuine progression into regulated sales support, offered on a Monday–Friday, office-based basis, with a salary of £26,000–£28,000 depending on experience.