Senior Client Support Specialist
1 day ago
We are looking for a dedicated and customer-focused individual to fill the role of Client Services Manager at Equals One Ltd.
The successful candidate will have a passion for delivering exceptional customer service and building long-lasting relationships with clients and colleagues alike.
About the Role:
- Support clients and manage routine aspects of their accounts in collaboration with the Scheduling team and Account Managers.
- Work closely with the Helpdesk to provide expert guidance and advice to customers on the use of Meridian, aiming to achieve high standards of H&S compliance.
Key Responsibilities:
- Develop and maintain strong relationships with clients through regular communication and proactive issue resolution.
- Process new job requests for visits and other services on Meridian, ensuring timely completion of purchase orders.
- Prepare and present quotations to clients based on a standard fee matrix.
- Update service fees annually, as agreed with Account Directors.
- Ensure accurate and timely recording of orders on the Meridian Scheduling system for at least six months ahead, including Meridian and system fees.
- Run regular exports for work planning purposes.
- Prepare and submit client reports on a monthly basis, attending SLA meetings as necessary.
- Maintain comprehensive records of client information sheets containing specific details about each client account.
- Manage forecasting documentation, maintaining an accurate fee pipeline for the rolling 12-month period.
- Assist with resolving invoice queries from clients in a prompt and professional manner.
- Upload client reports to Meridian and/or other systems as stipulated by clients.
- Collaborate with internal colleagues to resolve report-related issues, keeping clients informed of progress if delays occur.
- Distribute relevant information to clients as required, ensuring seamless communication channels.
Requirements:
- Excellent communication and interpersonal skills.
- Ability to work independently, proactively approaching problem-solving.
- Self-motivated and highly organized, with the ability to prioritize workload and meet deadlines.
- Enthusiastic team player with a can-do attitude.
- Committed to going the extra mile to achieve results.
- Able to handle client inquiries positively, presenting a professional image of the organization at all times, solving queries or escalating as necessary.
Estimated Salary: £26,000 - £30,000 per annum
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