Client Services Representative
4 months ago
Attention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Heritage Wills is continually evolving so an ability to embrace and enjoy change is key.
This is a full time role working 40 hours a week including 1/2 hour paid lunch break.
**Summary of Job**
**Main responsibilities**
To professionally handle enquiries from existing/new clients
Arrange appointments for our Estate Planning Consultants
Answer initial questions about products and services
Manage their own call list of potential client enquiries
Accurately upload new enquiry details to database
Recording all client interactions and ensuring contact details are up-to-date on client database
Ensure the Consultants diary is managed and updated correctly
Printing and posting out product information to clients on behalf of Consultants
Take payments from clients & update records accordingly
Other administrative duties as required
**Technical and essential skills**
Experience of working in a customer service role
Passionate about providing a great experience for all clients
Demonstrable professional telephone manner
Able to maintain focus and accuracy in a busy office environment
Ability to work individually and as part of a wider team
Experience in using Office 365 - Outlook/Word Excel
Ability to embrace change
Pay: £23,795.00-£25,000.00 per year
**Benefits**:
- Company events
- Company pension
- Employee discount
- Free parking
- On-site parking
- Referral programme
- Sick pay
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Reference ID: Client Services Representative
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