X5 Client Relations Executive

Oakley Recruitment is working in partnership with a dynamic organisation based in Birmingham offering hybrid working. This is an excellent opportunity to join a thriving fast‑paced environment as a Client Relations Executive on a 12‑month fixed‑term contract.

Our client's culture is dynamic and full of energy, where the team's passion for the customer journey is at the heart of everything they do. They thrive on achieving both personal and professional goals, always pushing for excellence. The team is supportive, respectful, and dedicated to uplifting each other. Regular team incentives and social events keep the atmosphere fun and engaging.

The work environment is a stunning, modern space with breathtaking views of the city, a place where creativity and collaboration truly flourish. This opportunity offers hybrid working.

You are a natural relationship builder who thrives on connecting with people and building rapport over the phone. You are driven, dynamic, and motivated by achieving and exceeding targets while maintaining a customer‑first approach. Passionate about delivering exceptional service, you consistently go above and beyond to create positive experiences and build long‑lasting relationships. You are resilient, proactive, and able to remain focused and positive when faced with challenges.

With a strong sense of ownership and a results‑driven mindset, you take pride in delivering quality outcomes while keeping the customer at the heart of every interaction.

• OTE £30k
• 35 hours per week:
  Monday to Wednesday 12 pm‑8 pm, Thursday 11 am‑7 pm, Friday 9 am‑5 pm (no weekends)
• Hybrid working, up to 3 days WFH and 2 in‑office
• 28 days plus bank holidays – rising to 30 days with length of service
• Buy (5 days) and sell (3 days) holiday
• Annual culture day
• Health benefits – free flu vaccination, eye tests
• Pension scheme – matched + 2 % employer contribution
• Refer a friend scheme
• Recognition scheme
• Car scheme available through salary sacrifice
• Flexible benefits platform
• Life assurance
• Free advice and discounts on products and services

• Contact new and existing clients to arrange appointments for Financial Consultants
• Form and manage working partnerships with Financial Consultants to ensure clients always receive the best advice possible
• Manage and organise Financial Consultant's diaries
• Work to individual and team targets
• Process financial consultants' documentation, ensuring it is sent accurately and to a quality standard
• Update customer database, ensuring excellent levels of attention to detail

• Previous experience in a customer service, sales, call centre, retail or any other client‑facing customer service role
• Driven and ambitious
• Ability to negotiate and overcome objections
• Self‑motivated, results‑oriented, and determined to succeed
• Work well under pressure and towards targets
• Proactive, take ownership and is customer‑centric
• Attention to detail and accuracy
• Ability to build and maintain relationships