Client Management Assistant

About the role

The Client Management Assistant will support Oak & Acorns by building and maintaining strong relationships with existing and prospective clients. The role involves handling enquiries, documentation, and administrative tasks to ensure a high level of client satisfaction.

Key responsibilities

• Establish and maintain good relationships with clients through phone, WhatsApp, email and other approved channels.
• Respond promptly to client enquiries, complaints and requests, and follow up on pending matters.
• Maintain updated client databases, communication records and follow‑up schedules.
• Prepare and send client correspondence, reports and other relevant documents.
• Support client onboarding, appointment scheduling and general administrative activities.

Required profile

• A university degree or equivalent recognised qualification in any discipline.
• Basic computer literacy with proficiency in Microsoft Word, email and internet‑based communication tools.
• Excellent written and spoken English and strong typing skills.
• Previous experience in customer service, client relations, sales support or administration is an advantage.

Required skills

• Microsoft Word
• WhatsApp
• Email communication