We’re looking for someone who genuinely enjoys looking after people.
As a Customer Excellence Adviser, you’ll often be one of the first people someone speaks to at Partners in Profit and hopefully one of the reasons they enjoy working with us.
This isn’t about reading scripts, getting through as many enquiries as possible or trying to get someone off the phone quickly.
It’s about listening.
You’ll get to know our clients, help them find the right person when they need something and make sure they aren’t left wondering what’s happening next.
You’ll also take care of many of the practical details that make a relationship feel effortless; arranging appointments, helping new clients get started, keeping information up to date and following things through.
You don’t need to arrive knowing everything about consultancy or business. We’ll teach you that.
We’re much more interested in finding someone who is warm, reliable, organised and genuinely interested in other people.
Customer Excellence Adviser
Manage day-to-day client communication and support, from answering enquiries to coordinating appointments and
follow-ups, to help every client feel welcomed, informed, and well looked after.
- Hybrid (UK)
- Full-time
About The Role
Key Responsibilities
Client Support
• Respond to enquiries and build relationships
• Find the right colleague for each client need
• Take time to properly understand what someone needs
Client Onboarding
• Help make the start of a client relationship welcoming
• Coordinate meetings, welcome information and documents
• Work closely with the delivering colleague so nothing feels disjointed
Communication & Admin
• Keep accurate CRM notes
• Coordinate appointments and follow-ups
• Make sure questions get answered and messages reach the right people
Feedback & Improvement
• Notice recurring questions or issues
• Share observations with the Customer Excellence Lead and wider team
You'll Thrive If You
WHAT SUCCESS LOOKS LIKE
• Clients know they can rely on you and don’t have to keep chasing
• New clients feel welcomed from the start
• Records are accurate enough for teammates to pick up without re-asking the client
• Clients start asking for you by name
Future Scope
Client Relationship Management
Take on more complex or higher-value client relationships.
CRM & Process Expertise
Become the go-to person for CRM systems and client processes.
Client Onboarding Specialism
Specialise in helping new clients settle in smoothly.
Team Support & Mentoring
Help train and support new Customer Excellence Advisers.
Feedback & Insight
Take a lead role in spotting patterns and suggesting improvements.
Career Progression
Grow towards a Customer Excellence Lead role.
At a Glance
Salary
Employment type
Hours
Hybrid working
Reporting to
Interested?
We're building something extraordinary and would love to hear from you.