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Client Relationship Administrator
Job description
Join Our Team as a Client Relationship Administrator Location: Chesterfield An exciting opportunity has come available for a Client Relationship Administrator to join the growing team at Brightwell. In this key role, you will be responsible for helping to ensure that client governance activity, reporting, contract administration, action tracking and meeting management are delivered in a structured, timely and consistent way.
Working across internal teams and alongside client-facing colleagues, the role acts as a central point of organisation and control, supporting the effective management of client commitments and enabling the Head of CRM to focus on strategic relationship leadership, senior stakeholder engagement, issue resolution and commercial development.
The Client Relationship Administrator strengthens the operational effectiveness of the CRM function and improving control over governance activity, contractual obligations, client reporting and follow-up actions. By providing a consistent and organised support structure, the role helps improve service discipline, visibility of commitments and the quality of client-facing outputs, while enabling the Head of CRM to focus on senior relationship management, strategic priorities and growth opportunities.
What you’ll do:
- Maintain CRM trackers, contact records, stakeholder maps, meeting logs and pipeline information so that information is current, accurate and easy to access.
- Help identify trends in client feedback, service issues, recurring actions and reporting themes, escalating insights to the Head of CRM.
- Provide general project, administrative and organisational support to ensure the CRM function operates in a structured, consistent and proactive way.
- Support the Head of CRM in planning, scheduling and co-ordinating client governance activity, including annual planners, review cycles, meeting timetables and action logs.
- Prepare packs, agendas, minutes and follow-up logs for client meetings, governance forums and internal review sessions.
- Liaise with Client Operations Managers, wider internal Brightwell teams and clients to coordinate meeting activities and actions.
- Maintain central records of contractual obligations, service commitments, key milestones, deliverables and renewal dates, highlighting upcoming deadlines and exceptions.
- Work with internal teams to confirm ownership of contractual deliverables, monitor progress and escalate risks, delays or issues to the Head of CRM where appropriate.
- Assist in preparing reporting to support contract performance management, client updates and internal oversight of service obligations.
- Support the administration and co-ordination of client change activity, including logging requests, tracking approvals and maintaining relevant documentation.
- Track client issues, actions, decisions and escalations, ensuring ownership is clear and progress is monitored to completion.
- Support the routine billing process, responding to client queries as required.
- Working with wider teams, ensure we maximise value where possible by providing support with time recording, processes and training.
- Using data from all clients, identify potential opportunities to upsell and generate value for our clients.
- Other duties, as required. This role would suit someone with:
- Experience in client support, client service, governance support, contract administration or business co-ordination roles.
- Strong organisational skills, with the ability to manage multiple priorities, deadlines and stakeholders.
- Excellent written and verbal communication skills, including the ability to prepare high-quality meeting materials and reports.
- Confidence in tracking actions, maintaining records and following up with colleagues to ensure delivery.
- Good attention to detail and a structured approach to document, data and process management.
- Ability to work across teams and build effective working relationships with operational, commercial and support functions.
- Commercial awareness and an understanding of the importance of client satisfaction, service delivery and contractual commitments.
- A proactive and collaborative approach, with the confidence to challenge, follow up and keep activity moving in a professional and constructive manner. Desirable: Ideally, experience in pensions, financial services or another regulated service environment, with familiarity in reporting tools, Microsoft Office and CRM systems. Why Brightwell? As a Brightwell colleague, you will enjoy a competitive salary, hybrid work practices, professional development, career development, and a great benefits package including:
- Annual performance bonus of up to 7%.
- 25 days holiday (increasing to 30 with service) plus bank holidays.
- A pension with up to 17% employer contributions (depending on age).
- 8 x salary Life Insurance.
- Generous family friendly policies, including up to 26 weeks full pay (maternity, adoption and paternity leave)
- Free health assessments.
- Health cash plan.
- Professional study support.
- Employee Assistance Programme and free Wellhub wellness network platform access.
- Free parking. Building an inclusive work environment: Brightwell is committed to developing and maintaining an inclusive culture, ensuring that behaviours, working practices, and policies promote fair treatment and access to development opportunities for every colleague. We value the benefits a diverse workforce can bring and want Brightwell to be a place where all colleagues can thrive, feel that they belong, are valued, and contribute to our success. This is underpinned by Brightwell’s RISE corporate values: Responsible, Impactful, Supportive & Expert. Apply Now!
Description copied from Brightwell's careers page. Read the full posting before you apply.
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