Client Services Support
1 month ago
**Client Services Associate**
**Location: Edinburgh, City of Edinburgh**
**Responsibilities**:
- Greet clients and provide them with a friendly environment to interact with our team
- Answer phone calls and take messages while checking in clients into the office
- Answer general questions about policies and procedures
- Create invoices and prepare payment arrangements using Quickbooks software
- Prepare client quotes for insurance claims and submit invoices for payment
- Enter new clients into our database and maintain existing records of each client’s information
- Maintain office security by following all security procedures; securing all office equipment; maintaining inventory of office supplies; ordering supplies as needed; maintaining inventory of office items in our system; maintaining organization of work space in the office
- Perform other duties as assigned by the Office Manager or Director of Operations
**Education & Experience**:
- High School Diploma or equivalent required. Bachelor’s degree preferred.
- Previous experience in a customer service role preferred.
- Previous experience working with Quickbooks or other accounting software preferred.
**Salary**: £16,552.20-£30,360.75 per year
Schedule:
- Monday to Friday
Work Location: In person
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