Customer Relationship Management Assistant

JR United Kingdom; Warrington; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading company is seeking a Client Relationship Assistant in Warrington to support their Client Relationship Manager in enhancing client experiences from first contact through to follow-up. The role involves managing inquiries, scheduling reviews, and engaging with clients on social media, making it ideal for organized and client-focused individuals.

Qualifications

• Strong communication for first impressions and clear interactions.
• Client-focused and organized with keen attention to detail.
• Experience or interest in social media and marketing.

Responsibilities

• Act as the first point of contact for client inquiries through phone or email.
• Conduct satisfaction calls and manage referral activities.
• Provide administration support to advisers.

Skills

Communication

Client-focused

Organization

Attention to detail

Confidence with numbers

Interest in social media

Process improvement

Job description

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Customer Relationship Management Assistant, Warrington, Cheshire

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Client:

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

8

Posted:

07.06.2025

Expiry Date:

22.07.2025

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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.