Customer Care Assistant

4 months ago


St LeonardsonSea, United Kingdom Connells Group Full time

As a Customer Care Assistant, your primary responsibility is to support the Will drafting team and ensure the smooth functioning of the company's day-to-day administrative tasks.

**Key roles and responsibilities of a Customer Care Assistant**:

- Log all new clients and matters onto the in-house systems promptly and accurately.
Proactively follow up with clients to obtain the necessary documentation to complete their **Wills**.
- Maintain up-to-date and accurate records in the in-house system, including comprehensive notes from telephone conversations and filed correspondence.
- Process cheque, credit, and debit card payments accurately and in a timely manner.
- Handle** incoming calls** from clients courteously and professionally, adhering to data protection procedures. Take detailed messages when required and ensure they are promptly forwarded to the appropriate team member.
- Manage the processing of Wills for storage, including verification of validity and reprinting invalid Wills.
- Process changes of address and update clients' files accurately.

**Skills and experience required for a Customer Care assistant**:

- Proficient IT - using Outlook, Word and Excel.
- Professional and confident telephone manner.
- Strong ability to prioritise tasks and manage workload effectively.
- Good organisational and record-keeping skills.
- Excellent multitasking abilities.
- Strong team player with the initiative to work independently when required.
- Flexible, adaptable, and conscientious.
- Keen attention to detail.
- Excellent written and oral communication skills.

**Benefits of being a Customer Care Assistant**:

- Perks at Work - Discounts on products and services inc electrical & Travel.
- Discounts on estate agency, mortgage, conveyancing and surveying services.
- Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme.
- Nuffield Health Screening - discounted medical assessment to provide an in depth picture of your health.
- Nuffield Gym discount - 20% on memberships at Nuffield Health & Fitness clubs across the UK.
- Company Pension and death in service.
- Cycle to work scheme.

**Redstone Wills are part of the Connells Group**, one of the largest and most successful **estate agency** and **property services** providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines **residential sales** and **lettings** expertise with a range of services including **new homes**, **mortgage services**, **surveying**, **conveyancing** and more

S&C00120

Job Reference: S&C00120



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