Customer Relationship Management Assistant

We’re Hiring: Client Relationship Assistant Based in Macclesfield | Full-Time | Permanent Role £25,000 – £27,500 (DOE) Are you the kind of person who loves keeping things running smoothly, chatting to people, and making sure every client has a brilliant experience? We’re working with a friendly, well-established business in Macclesfield that’s growing their team — and they’re on the lookout for a Client Relationship Assistant who’s confident, organised, and always one step ahead. You’ll be supporting the Client Relationship Manager and acting as a key point of contact for clients — from first enquiry right through to post-completion check-ins. If you’re proactive, detail-focused, and not afraid to pick up the phone, this could be a fantastic fit. What You’ll Be Doing: • Handling inbound client enquiries via phone and email • Booking appointments and allocating clients to the right adviser • Contacting existing clients ahead of renewals • Following up with clients post-completion to check in and gather reviews • Scheduling annual reviews and following up on warm leads • Supporting client engagement on social media (a little creativity goes a long way!) • Logging all contact activity accurately • Managing introducer commission payments • Providing admin support to advisers — updating client records, chasing providers, etc. We’re Looking For Someone Who: • Communicates clearly and makes people feel at ease • Is client-focused, reliable, and brings positive energy to the team • Loves being organised and keeping everything on track • Has great attention to detail and confidence with numbers • Picks up new systems quickly • Has an interest in social media and client engagement • Is naturally proactive and always looking to improve how things are done Start date: ASAP Please note: You must have the right to work in the UK.

Location: Macclesfield, GB

Posted Date: 6/14/2025