Client Relationship Executive

Alfred Recruitment are proud to be working with a business that prides itself on pushing the boundaries of what's possible.

As a Client Relationship Executive, you will be working with a team of experts who have harnessed the latest technologies and cutting-edge strategies to bring their client base solutions that are not just ahead of the curve but set the curve itself.

This business offers multiple services in the financial services and wealth management space.

They are not like most businesses in this sector. They are entrepreneurs that help company owners, self-employed, contractors, content creators and influencers by connecting them with skilled professionals in multiple areas to assist with their every need.

You will offer services such as accounting, payroll, mortgages, pensions and insurance or it could be concierge type services such as luxury accommodation, yacht or aircraft charter, personal chefs, event management, VIP tickets and lifestyle management.

The primary goal for this Client Relationship Executive, is to ensure customer satisfaction, loyalty, and retention.

What we are looking for:

An ambitious person who can be flexible, dynamic, work on initiative, a people person. Your clients are extremely diverse, we need people who can be the same. No two days are the same.

Duties:

* Outbound calls to incoming leads to either set appointments or onboard new clients

* Establishing strong relationships with clients, understanding their needs, expectations, and concerns.

* Effectively communicating with clients to provide updates, gather feedback, and address any issues. Clear and open communication helps build trust.

* Being knowledgeable about the products or services on offer and understanding how they meet the client's needs.

* Keeping accurate records of client interactions, transactions, and preferences in a CRM system.

* Liaise with team members and ensure new client onboarding is successful.

* Provide support to Directors & founders with critical admin tasks.

* Assist with creative content for marketing channels & social media.

* Establish new partnerships with new suppliers.

Key attributes needed:

* A positive, warm and enthusiastic 'can do’ personality.

* A solid work ethic.

* Professional and diligent with attention to detail essential.

* Morally and ethically responsible.

* Loyalty.

What we offer:

Ø Flexible working - hours, location etc are not critical however at some points may need to be determined in advance dependent on the needs of the business

Ø Competitive salary with an incentivised bonus structure with uncapped earning potential

Ø Movement across multiple businesses dependent on candidates’ requirements

Ø All expenses for travel related to business covered.

Ø Phone, ipad and car allowance provided after qualifying period.

Ø Progression opportunities as business scales with options to manage a team.

Ø Full benefits package

Ø A modern, forward-thinking culture.

Ø An opportunity to liaise with high profile clients such as footballers, influencers etc

In summary, as Client Relationship Executive, you will play a crucial role in fostering positive and long-lasting relationships with clients.

Please apply now to hear more detail.

INDLV

Job Types: Full-time, Permanent

Salary: £25,000.00-£28,000.00 per year

Benefits:

• Flexitime
• Free parking
• On-site parking

Schedule:

• 8 hour shift
• Flexitime
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus scheme
• Performance bonus
• Quarterly bonus
• Yearly bonus

Work Location: In person