Customer Relationship Management Assistant

JR United Kingdom; Macclesfield; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in Macclesfield is seeking a Client Relationship Assistant to support their growing team. The ideal candidate will be client-focused, organised, and possess excellent communication skills. This full-time role involves managing client enquiries, conducting follow-ups, and providing administrative support to advisers. If you are passionate about customer service and eager to improve processes, this is the perfect opportunity for you.

Qualifications

• Excellent communication skills and client-focused approach.
• Strong organisational skills with attention to detail.

Responsibilities

• First point of contact for new client enquiries via phone or email.
• Conduct satisfaction calls and manage introducer commission payments.
• Provide admin support to advisers and maintain client records.

Skills

Communication

Client-focused

Teamwork

Organisation

Attention to detail

Confidence with numbers

Interest in social media

Process improvement

Job description

Social network you want to login/join with:

Customer Relationship Management Assistant, Macclesfield

Client:

Location: Macclesfield, United Kingdom

Job Category: Other

-

EU work permit required: Yes

Job Views: 5

Posted: 12.05.2025

Expiry Date: 26.06.2025

Job Description:

We’re Hiring: Client Relationship Assistant | UK | Full-Time

We’re recruiting on behalf of our client for a friendly, organised, and professional Client Relationship Assistant to join their growing team. You’ll play a key role in supporting the Client Relationship Manager and ensuring every client has a great experience — from first contact to post-completion follow-up.

Hours: Full-time

Location: Macclesfield

Contract: Permanent

What you’ll be doing:

• Be the first point of contact for new client enquiries via phone or email
• Allocate clients to advisers and book appointments
• Contact existing clients ahead of their mortgage renewals
• Conduct satisfaction calls after completion and encourage reviews
• Schedule annual reviews and follow up on potential leads
• Support client engagement through social media
• Maintain records of client contact and referral activity
• Manage introducer commission payments and ensure accuracy
• Provide admin support to advisers, from inputting client data to liaising with lenders, solicitors, and providers

We’re looking for someone who:

• Makes a great first impression and communicates clearly
• Is client-focused, professional, and personable
• Works well in a team and is happy to support wherever needed
• Has excellent organisation and attention to detail
• Is confident with numbers and systems
• Has an interest in social media and marketing
• Is always looking for ways to improve processes

You must have the right to work in the UK.