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 01922 725445 and select option 1 - or submit your CV to commercial@tudoremployment.co.uk.  Alternatively, email, text or WhatsApp your contact details and we will call you back – 07807 727925 - Quote TEAADM/16

Applicants can also register online:  https://tinyurl.com/ONLINECOMTEMP1

For information on all of our roles, please refer to www.tudoremployment.co.uk.

#TeamTudor await your call!





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