Job Description
Client Relations Executive
Portman Finance Group | Client Relations
Northampton, United Kingdom | Posted on 15/06/2026
The Client Relations Executive will be responsible for answering initial queries, either via telephone or webchat, quickly qualifying and passing the client onto the appropriate sales team member where appropriate. The role also involves quality monitoring call recordings and providing feedback to the sales team, obtaining reviews, improving data quality, ensuring business processes are followed, and assisting with customer due diligence processes after suitable training.
We are looking for someone with an excellent professional and engaging telephone manner. The candidate will confidently provide constructive feedback and have a strong attention to detail, key in managing and maintaining an excellent client experience.
As the candidate grows, there may be opportunity to support the Regulated Sales Service Team on regulat...