Customer Service Coordinator

5 months ago

Glasgow, United Kingdom ZLX Full time

ZLX is an expanding financial services business that specialises in Research & Development Tax Credits.

When a business invests in innovation, for example product development or process improvements, they can claim a significant amount of money back from HMRC. This is where ZLX has a highly skilled team who can identify which of those projects are eligible for tax relief, including investments in new products, services, software and processes.

We have a team based in offices, in Glasgow (Scotland) and a growing UK-wide (external) consultant base.

You will develop career-long skills within this fast-paced dynamic business environment working alongside a collaborative and driven team. Your role will be to take charge of sending client packs out to our customers, keeping manual databases and our bespoke CRM system up to date with high volumes of data. You should be comfortable working in a fast-paced, results-driven environment, where getting it right first time is a prerequisite. In addition, a marketing or IT degree discipline, will be advantageous.

**Responsibilities**:

- Liaising with clients, clients accountant and internal staff members.
- Reviewing accounts information, filing and collaborating with the Finance team for approvals.
- Ensuring documents are approved in a timely manner and in line with processes.
- Sending documents via DocuSign to be electronically signed by clients.
- Monitoring and answering the Customer Service Inbox queries.
- Collating reports upon request.
- Uploading / updating / managing the CRM system and where necessary liaising with the CRM developers.
- Tracking all contact made by adding the notes and information to the CRM.
- Execute AML checks on all client (Directors).
- Other ad-hoc tasks requested by management.
- Taking charge of all ZLX socials including our website posting relevant information
- Other ad-hoc tasks requested by management etc.

**What we are looking for**:

- Technically savvy - CRM experience, Microsoft 365, DocuSign.
- To be thorough and have attention to detail.
- Customer Service / Operations experience is highly desirable.
- Excellent communication skills, building rapport and trust with clients and colleagues.
- Confident, self-motivated, resilient and hard working.
- Ability to keep calm under pressure.
- Excellent telephone manners.
- Social media/ marketing experience

**What we offer**:

- Flexible shift patterns
- On going training provided to help you settle in to your new career
- Company Pension
- Free gym membership
- Dress down & half day Fridays
- No barriers to career progression
- An integral role in a dynamic team
- Opportunities to develop a vast range of skills through variety of work.

Pay: £25,000.00 per year

**Benefits**:

- Gym membership

Schedule:

- Monday to Friday

Work Location: In person

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