Client Service Co-ordinator

2 months ago


Waterlooville, United Kingdom Heelan Associates Ltd Full time

Job Advert

**Client Service Co-Ordinator**

At Heelan Associates we are passionate about business. Our team of accounting professionals are commercially focused, putting our client’s needs first. Our mission is to use our years of experience and skills in accountancy to create a personalised service that helps businesses to realise their potential for growth.

**Key responsibilities**:

- To attend new prospect and/or networking meetings.
- To hold sales meetings with new prospects and quote for services.
- To write up details of the meetings and manage the information inside of the customer relationship systems.
- To manage the progress of clients through the sales process.
- To process internal sales documents when a new client has been successfully gained.
- To make follow up calls and contact to prospects.

**General duties and flexibility**:

- To attend training and development deemed necessary for the post in agreement with the line manager.
- To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of Heelan Associates.

**Skills**:

- Good standard of verbal and written English. Excellent communicator.
- Proficient IT skills (Excel, Outlook & Word essential).
- Self-confident, quick to pick up new skills and responds well to feedback.
- Excellent time management skills and the ability to prioritise.

**Personal Attributes**:

- Committed to providing exemplary customer care.
- Enthusiastic and well presented.
- Desire for self-improvement, to learn and improve sales skills.
- Flexible and adaptable.
- A real desire to help the team and willing to go the extra mile to help others during busy times.

A full job description is currently being written for this role and will be available before an interview but in the meantime if you would like to submit your CV or enquire further please contact us.


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