Client Relations Executive

Role: Client Relations Executive

Location: Northampton
Monday - Friday Full-time, Office based 

Salary: £26,000 - £28,000 per annum (depending on experience) plus annual bonus (typically 5% - 15% of basic salary)

An exciting opportunity has arisen for a professional and customer-focused Client Relations Executive to join a well-established and growing business based in Northampton.

As the first point of contact for customers, you will play a key role in delivering an outstanding client experience by handling telephone and webchat enquiries, qualifying leads, and directing customers to the appropriate sales team members. Alongside customer interaction, you'll support quality monitoring, compliance processes, customer reviews, and a variety of operational and administrative tasks.

This is an excellent opportunity for someone with strong customer service or administration experience looking to build a long-term career within financial services. Full training will be provided, with genuine opportunities for progression into a regulated sales support role for candidates looking to develop further.

Duties of a Client Relations Executive:

• Answer incoming telephone and webchat enquiries, qualifying and directing customers to the appropriate Sales Team member.
• Provide exceptional customer service and maintain a professional, engaging telephone manner.
• Keep the Customer Records Management system up to date with accurate client information and call summaries.
• Carry out quality monitoring of sales calls and provide constructive feedback to the Sales Team.
• Support complaints handling and assist with complaint resolution where required.
• Obtain Trustpilot and Google reviews from customers.
• Assist with customer due diligence and compliance processes following training.
• Support the Client Relations Team Manager and Director of Compliance & Operations with administrative and ad hoc duties.
• Ensure business processes are followed and maintained to a high standard.
• Provide additional support across the business as required.

What we would like from you:

• Previous experience in Customer Service, Account Management, Sales Support or an administrative role.
• A degree is preferred, with a minimum of A-Levels (or equivalent) at BBB or above.
• Excellent verbal and written communication skills.
• Confident speaking with customers over the telephone and via webchat.
• Ability to multitask, including typing whilst speaking to customers.
• Strong attention to detail and organisational skills.
• Good Microsoft Office skills and experience using CRM or webchat systems would be advantageous.
• A positive, proactive approach with a willingness to learn.

Personal Attributes:

• Professional, friendly and engaging.
• Highly organised with excellent attention to detail.
• Calm under pressure and able to manage multiple priorities.
• Strong problem-solving skills.
• Commercially aware.
• Self-motivated whilst also working effectively as part of a team.
• Positive attitude with a proactive, can-do approach.

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Thank you for your interest in this vacancy, which is being advertised by OA Group, who are acting as an employment agency/business. Your application will be considered in competition with others, and we will contact you within 3 working days