Home
Harrogate
Financial planner
Client Engagement Assistant

Client Engagement Assistant

Pertemps Leeds Commercial

Posted 6 hours ago, valid for 16 days

Harrogate, North Yorkshire HG3 4JL

£25,000 - £30,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Client Engagement Assistant position is located in Harrogate with a salary range of £22,000 - £25,000.
The role requires a customer service-focused professional who enjoys building relationships and has excellent communication skills.
Candidates should possess a positive attitude, strong problem-solving abilities, and impeccable time-management skills.
While not essential, experience in a call centre or sales environment is preferred.
This opportunity is ideal for someone looking to thrive in a vibrant, energetic workplace and build a successful career.

Client Engagement AssistantLocation: HarrogateSalary: £22,000 - £25,000Do you thrive in a bubbly and energetic environment?Do you find it easy to connect with people?Are you looking for an opportunity that will allow you to see real success?If you have answered yes to the above, then we want to hear from you!Why You Should ApplyJoin a multi-award-winning insurance broker known for its supportive and vibrant culture. Unlike many in the industry, you'll be part of a close-knit team where colleagues feel more like friends. It’s a relaxed yet high-energy workplace, perfect for someone who enjoys balancing hard work with a lively office atmosphere.The RoleAs the Client Engagement Assistant, your role will be pivotal in identifying client needs, building lasting relationships, and driving branch growth. Key responsibilities include:

Promoting the branch through great conversations enhancing its profile and reputation.
Handling client queries and resolving complaints to maintain strong customer relationships
Accurately managing client information in the database

About YouWe're looking for a customer service focused professional who is ready to hit the ground running. You should be passionate about building a true career, with a love for client-facing roles. Here's what we're seeking:

Excellent communication skills—you know how to build relationships
A positive, problem-solving attitude with the ability to tackle complex challenges head-on
Impeccable time-management and attention to detail, ensuring nothing falls through the cracks

Essentially, our ideal candidate has great people skills, confidence and a driven mindset.Although it’s not entirely essential, you’ll have experience in a call centre or sales environmentIf the above sounds of interest to you then click to apply! Or, if you would like more information, pick up the phone, call Pertemps (Leeds) and ask for Katie Miller.

Apply now in a few quick clicks

Client Engagement Assistant

Paraplanner

Paraplanner

Financial Planning Administrator