My client is a professional, award winning and ambitious Mortgage Broker with a strong people-first culture and they are looking for a Client Retention Specialist to join their team.

Reporting into a supportive and highly experienced line manager you will help to build out a specialist division within the business that will ensure the high levels of client engagement are upheld and ensure the business enjoys happy clients and in turn, repeat business

Responsibilities:

• Monthly mailshots to clients
• Booking in reviews with our existing clients (telephone & email)
• Follow-up on booked appointments
• 6- and 12-month anniversary calls
• Sending completion packs/questionnaires weekly
• QC completion checks
• Birthday Emails
• Accurately maintain the customer database

Required:

• Experience of working in the financial services / conveyancing /mortgage sector strongly preferred
• Strong communication skills both written and verbal
• Excellent administration skills

Company Benefits

• There is a company pension, study support and progression opportunities within the mortgage sector

Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

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