Customer Relationship Consultant

Unity Resourcing Ltd; Harrogate; On-site; GBP 34,000 - 40,000; Full time

Job summary

A growing consultancy firm in Harrogate is seeking a Customer Relationship Consultant to manage a portfolio of established clients and develop new business opportunities. This role requires experience in employee benefits or financial services, with a proactive, client-focused approach and strong organizational skills. The successful candidate will oversee client accounts, participate in new business activities, and contribute to quarterly newsletters. Competitive salary of up to £40,000 plus benefits, including pension and training support.

Benefits

Pension

Life assurance

Private healthcare

25 days holiday + bank holidays

Support with training and professional development

Collaborative working environment

Qualifications

• Experience within employee benefits, insurance broking, or financial services support/consultancy.
• A proactive, client-focused approach and confidence in building relationships.
• Strong organisational skills and an eye for detail.
• Comfortable managing multiple responsibilities and deadlines.
• Good communication skills for client work and business development.

Responsibilities

• Acting as deputy Client Relationship Manager on larger accounts.
• Leading CRM role on smaller clients, ensuring service delivery.
• Managing scheme renewals, annual reporting, and client events.
• Developing opportunities for organic growth within client base.
• Participating in new business activity and client pitches.
• Maintaining CPD requirements for FCA authorisation.
• Building pensions knowledge to answer client queries.
• Contributing content for quarterly newsletters.
• Attending networking events to strengthen relationships.

Skills

Experience within employee benefits

Client-focused approach

Strong organisational skills

Good communicator

Job description

Customer Relationship Consultant

Harrogate Full-Time Up to £40,000 + Bonus & Benefits

An exciting and newly created role for an Customer Relationship Consultant has arisen to join our clients growing team in Harrogate. You ll take ownership of a portfolio of established clients and assist in developing new business opportunities.

This is an excellent opportunity for someone with experience in employee benefits administration, consultancy, insurance broking or financial services who is looking to build their expertise and career and progress within a supportive, forward-thinking business.

Responsibilities include

• Acting as deputy Client Relationship Manager on several larger accounts, supporting the Managing Director.
• Taking the lead CRM role on a portfolio of smaller clients, ensuring exceptional service delivery in line with client needs and agreed terms.
• Working closely with the Client Support team to manage scheme renewals, annual reporting, and key client events.
• Developing opportunities for organic growth within your client base.
• Playing an active role in new business activity following up leads, attending meetings, and pitching services as part of the Sales & Marketing team.
• Maintaining CPD requirements for FCA authorisation (group risk and healthcare).
• Building and updating pensions knowledge to confidently answer technical client queries, including workplace pension operations and auto enrolment duties.
• Contributing content for the quarterly newsletter and supporting wider communications.
• Attending networking events, conferences, and partner functions to strengthen relationships and build new ones.

Candidate requirements

• Experience within employee benefits, insurance broking, or financial services support/consultancy.
• A proactive, client-focused approach and confidence in building relationships.
• Strong organisational skills and an eye for detail.
• Someone comfortable managing multiple responsibilities and deadlines.
• A good communicator who enjoys both client work and business development.

Salary and benefits

• Salary up to £40,000 plus performance-related bonus
• Pension, life assurance, and private healthcare
• 25 days holiday + bank holidays
• Full support with training and professional developmentA friendly, collaborative working environment
• The chance to work with an established book of clients from day one, while still having opportunities to shape and grow your own portfolio.

Professional qualifications are encouraged and fully supported; the company cover membership fees for relevant bodies as well as exam costs.

This is an office-based role requiring regular attendance at the Harrogate office, so you should be within a reasonable daily commute. Occasional travel to client sites and networking events is required so must have a driving licence.

Interested? Please send your CV to Louise at Unity Resourcing.