Our client is looking for a Customer Order Advisor to join their close-knit team! Full-time office-based – Monday to Friday Shift patterns – 8 am – 4:30 pm and 8:30 am – 5 pm The potential yearly bonus of £4,200 on top of the annual salary

Your role as a Senior Client Manager will be to utilise your strong relationship management skills to support a key group of clients; via face-to-face meetings, telephone/ Zoom calls and email. You will be preventing the need for escalation by engaging in regular dialogue with their senior team. Based in Stirling, a key requirement of the role is to build and maintain excellent working relationships with senior clients across a variety of locations; as determined on a needs basis.

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Client Relationship Manager

Location: Stirling
Salary: £27k - 32k per year + Unlimited Holidays - Flexible working - Pension - Bonus Scheme
Benefits: Unlimited Holidays - Flexible working - Pension - Bonus Scheme
Reference: J39659
Contract Type: Permanent
Working Hours: Full-time
Created: 27th November 2023
Closing: 25th December 2023

**This position is a telephone-orientated role**

We are looking for a Client Relationship Manager to join our client, a global outsourcing company, which operates within the Financial Services sector.

Notable requirements/benefits –

• Financial Services/Wealth Management experience is desirable
• 8 weeks in office training, followed by a hybrid working model – 1-2 days based in the Stirling office (free parking)
• Core and bank holidays, plus flexible time-off policy – no cap on the number of holidays. Business needs dependant.
• Pension
• Life Cover/health and wellbeing policy – access to GP apps, medical specialists, counsellors, financial guidance, health and nutrition support

The main purpose of the role is to take control of any complex issues/non-standard enquiries flagged by high-profile or key Partners and take personal responsibility to see issues through to resolution – this position is a telephone-orientated role.

• Initiating and attending office visits and location meetings, strengthening existing relationships with key stakeholders and also establishing new networks/relationships
• Exceptional handling of complex/technical or complaint work, coordinating assistance from key contacts in processing areas and providing final decisions and letters if required
• Monitoring progress and undertaking preventative measures as appropriate
• Handling incoming calls from any relevant party and making outbound calls to complete/resolve the enquiry
• Responding to email enquiries, within set SLAs, from Partners and colleagues
• Escalating significant cases, using the correct tools, and providing recommendations to ensure the correct outcome
• Deputising for other location Partner Support Specialists in their absence
• Providing coaching and mentoring to new Senior Support Managers, assisting with difficult calls or complaints where required and developing their technical knowledge
• Attending Back Office Team Meetings, on occasion, to help increase business awareness and improve understanding of the provision
• Analysing the root cause of complaints/issues received and recommend improvements, including taking responsibility for implementing changes
• Identifying and implementing process improvements
• Carrying out any other duties which are within the employee’s skills and abilities whenever reasonably instructed

Experience working in a similar role would be highly beneficial however this may suit someone currently working in the Financial Service sector and looking for career progression. As a natural problem solver, you must have a passion for complaint resolution and the confidence to challenge decisions at all levels.


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