Client Relationship Assistant

Our client is a busy and well-established financial services firm offering mortgage and protection advice. They are currently looking to recruit a Client Relationship Assistant to work from their modern offices in Macclesfield Cheshire.

Position Overview
The role will report to the Client Success Manager and will involve supporting the Client Relationship Manager in being the face of our client to existing and prospective Clients.

Essential Job Functions (with the CRM)

• Be the first point of contact for prospective clients via phone or email which could come from Introducers, recommendations or web search
• Allocate prospects to an adviser, book an appointment time that suits both and enrol the Client onto Platform
• Contact existing Clients from our Client bank when their mortgage is due for renewal and book appointments with our team of advisers
• Undertake Customer Satisfaction calls with Clients after their mortgage has completed to ensure satisfaction, ask for reviews and to promote the services of our other businesses
• Undertake annual reviews with existing Clients to check for a change in circumstances and to prompt reviews for advisers
• Contact potential prospects to proactively generate appointments
• Use social media to maximise our exposure

Other tasks

• Maintain records of Client contact and lead generation
• Manage our Client Referral Scheme
• Maintain records of commission payments to Introducers and ensure timely payment
• Support our Mortgage & Protection Advisers by inputting Client information, preparing documentation and liaising with Clients, Lenders, Solicitors and Protection providers until the mortgage completes or the protection policy is put on risk

Requirements

• Outgoing, professional manner when dealing with Clients, prospects, colleagues, lenders or solicitors
• Ability to make a great first impression as the first point of contact
• Client focused - is able to put the Client's needs first
• Team worker - recognises that business success comes from everyone working together with a willing attitude
• Well organized with good attention to detail
• Numerate to handle financial calculations
• IT literate - able to use a variety of systems and design/use reports
• Creative use of social media and getting publicity for the business
• Attitude of continuous improvement - questioning how and why to find better ways

Other Skills/Abilities

• Proficient in the use of Microsoft Office
• An interest in social media and marketing techniques