Tudor Employment Agency are currently recruiting for a Client Relations Administrator for our prestigious client based in Aldridge.
Our client is an award-winning technology-based discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers.
Salary for the Client Relations Administrator:
£26,000 per annum
Duties of the Client Relations Administrator:
* Organise and prioritise enquiries received via the company’s shared mailbox
* Schedule tasks, meetings, and telephone calls using the company’s CRM and Microsoft Outlook
* Respond to queries promptly with appropriate, considerate communication, especially regarding customer vulnerabilities
* Process client applications and report incomplete or incorrect submissions to the Client Relations Manager
* Support client meetings and appointments by arranging venues, marketing materials, hospitality, and refreshments
* Maintain accurate and up-to-date client records using the company’s CRM and workspace systems
* Assist the sales team by arranging meetings, conducting due diligence, managing client onboarding/offboarding, and logging correspondence
* Perform general office administration duties including ordering stationery and supplies, filing, photocopying, printing, and managing reception
* Organise and maintain internal folders for efficient document management
Skillset required for the Client Relations Administrator:
* Strong Administration
* Good Organisation
* Effective Communication
* Customer service
* Teamwork
Hours of work for the Client Relations Administrator
9am - 5pm
In order to be considered for the Client Relations Administrator: position or to obtain further information please contact the Resource Team on (phone number removed) - ext 1004