Client Relationship Coordinator

Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Birmingham that is offering hybrid working. This is an excellent opportunity to join a thriving fast-paced environment as Relationship Co-ordinator

Summary

As part of the bustling and dynamic Relationship Contact Centre team, you'll thrive on delivering exceptional customer service and enjoy engaging with customers over the phone. This role is ideal for someone who is passionate about building strong relationships and excels in a fast-paced environment. In addition to customer service, you'll handle a variety of administrative tasks, providing a well-rounded experience. Plus, the role offers the flexibility of hybrid working, giving you the best of both worldsremote and office-based work.

Culture and Environment

Our client's culture is dynamic and full of energy, where the teams passion for the customer journey is at the heart of everything they do. They thrive on achieving both personal and professional goals, always pushing for excellence. With a strong sense of camaraderie, the team is supportive, respectful, and dedicated to uplifting each other. Regular team incentives and social events keep the atmosphere fun and engaging. The work environment is a stunning, modern space with breathtaking views of the citya place where creativity and collaboration truly flourish.

Reward

• OTE £28k
• 35 hours, Monday to Wednesday 12 pm-8 pm, Thursday 11 am-7 pm and Friday 9 am-5 pm but NO WEEKENDS!
• 25 days plus bank holidays rising to 28 days with length of service
• Pension scheme
• Hybrid working, up to 4 days WFH and 1 in office, after probation
• Refer a friend scheme
• Flexible benefits platform
• Life assurance
• Free advice and discounts on products and services

Duties & Responsibilities

• Contacting new and existing clients to arrange appointments for Financial Consultants
• Forming and managing fantastic working partnerships with Financial Consultants, to ensure clients always receive the best advice possible.
• Managing and organising Financial Consultants diaries
• Working to individual and team targets
• Processing financial consultants documentation ensuring this is sent accurately and to a quality standard
• Updating customer database ensuring excellent levels of attention to detail
  
  

Skills and experience

• Previous experience in a customer service or sales environment, call centre, retail or any other client-facing customer service role
• Ability to negotiating and overcome objections
• Self-motivated, results-oriented, and determined to succeed
• Works well under pressure and towards targets
• Proactive takes ownership and is customer-centric
• Attention to detail and accuracy
• Ability to build and maintain relationships

Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.

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