Client Relationship Administrator
Godalming
£16000 - £18000

Due to growth an additional Client Relationship Administrator is required by the team to ensure a high level of quality is maintained throughout the delivery of service to clients.
The Client Relationship Administrator will work closely with the Sales Department to ensure efficient handover of client information from point of sale, in addition to effective and timely liaison with partners to ensure clients receive the correct level of service.

Communicating directly with clients to answer queries, chase information and generally provide a professional service the client relationship administrator will:

• Manage client handover process (from Sales department to Partners):
o Maintain ID records (scanning, filing, etc.)
o Check client details are correct on the database
o Liaise with clients to chase for outstanding information (by phone and email)
o Ensure all client documents are uploaded to the database
• Conduct fact-finding calls to gather outstanding information for clients, updating the database with all information collected
• Contact client to advise them of expected repayment day
• Chase clients for outstanding fees where necessary
• Liaise with Finance department regarding client funds in order to provide accurate information to clients
• Provide administrative support, including maintaining/producing client documents, liaising with Partners by email and communicating with clients by phone / email
• Ensure that all databases are kept up-to-date with progressing work and client details
• Ensure that all departmental records (paper and electronic) are kept in accordance with good practice and Data Protection standards

Skills:
• Well-developed communication skills, both written and verbal
• Clear telephone manner and clear listening skills
• Excellent customer focus
• Strong IT and systems skills

Desirable:
• An interest in progressing a career within Account Management
• Experience within an office environment