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Customer Relationship Management Assistant
2 weeks ago
About JB Leitch
JB Leitch is a
Legal 500 commercial law firm
with a national reputation for excellence in property management litigation. Since 1997, we've acted for some of the largest corporate landlords, freehold investors, and property management companies across England and Wales.
Our specialist focus means our experience is unmatched. Today, we have the largest team of property management and leasehold legal specialists in the country and hold
Tier 3 status in the Legal 500
, placing us alongside some of the biggest names in the legal sector.
Why Join Us?
At JB Leitch, our people are our greatest asset. We're proud to hold
Investors in People certification
and have been awarded
Training Provider of the Year
for our commitment to development.
We offer an environment where you can make a real impact, supported by a comprehensive benefits package:
- Hybrid working for better work-life balance
- Enhanced parental pay
- Private Medical Insurance & medical cash plan
- Enhanced annual leave + option to buy more
- Discounts on shopping, gyms, cinema, and more
- Season ticket loans & car maintenance scheme
- Free fruit, sweet treats, and unlimited Nespresso coffee
- Mental health and financial wellbeing support
- Competitive pension scheme & life assurance (3x salary)
About the Role
As a
CRM Assistant
, you will play a vital role in supporting our Client Relationship Managers (CRMs) to deliver exceptional client service and drive business development across the firm. This is a highly collaborative position where you'll work closely with Business Development, Marketing, and fee-earning teams to ensure client information, communications, and engagement activities are managed effectively and aligned with our strategic goals.
Key Responsibilities
- Support CRMs in managing key client accounts, preparing account plans, contact reports, and coordinating meetings with agendas and action tracking.
- Assist with business development activities, including client campaigns, cross-selling initiatives, and maintaining records of proposals and opportunities.
- Coordinate client communications and events such as seminars, webinars, newsletters, and alerts, ensuring accurate invitation management and post-event reporting.
- Maintain and update CRM data, ensuring accuracy and completeness of client information, and generate reports to support strategic planning.
What We're Looking For
- Experience in a professional services, legal, or client-focused environment.
- Strong organisational and administrative skills with excellent attention to detail.
- Proficient in Microsoft Office (Outlook, Word, Excel).
- Working knowledge of CRM systems (e.g., InterAction, Peppermint, or similar).
- Clear and professional written and verbal communication skills.
- Ability to handle client information with discretion and professionalism.
- A collaborative, client-focused approach with a commitment to excellence.
Location:
Liverpool / Hybrid
Job Type:
Full-time, Permanent
Salary:
Competitive
effective results.