Client Relations Administrator

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