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Client Services Manager
2 months ago
Marlowe Software, Risk and Compliance is a leading provider of health and safety compliance solutions. Our mission is to foster compliance, resilience, and success for our clients.
We take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes. Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
About the RoleThe Client Services Manager will be responsible for proactively supporting clients and managing the routine aspects of the client account in conjunction with the Scheduling team and Account Managers. This role will also provide guidance and advice to customers in respect of our bespoke web-based property risk management system, Meridian, to achieve a high level of H&S compliance.
Key Responsibilities:- Client Relationship Management: Build an excellent relationship with clients and ensure that there is a supportive voice either on the phone or via email.
- Job Request Processing: Receive and process new job requests for both visits and other services on Meridian, chasing purchase orders where required.
- Quotations and Fee Management: Provide quotations to clients using a standard fee matrix and update service fees on a yearly basis as agreed with Account Directors.
- Service Delivery: Ensure all orders are recorded on Meridian Scheduling system for at least six months ahead including Meridian and system fees.
- Reporting and Analysis: Run monthly exports as required for work planning purposes and update client reports each month and submit to clients as required.
- Client Communication: Ensure the Account Director and/or Technical Account Managers are fully briefed on relevant client specific issues and provide summary information on the account status for client meetings.
- Client Information Management: Maintain client information sheets containing client specific information and update/maintain forecasting documentation (fee pipeline for rolling 12 months).
- Invoice and Report Queries: Assist with invoice queries clients may have and upload client reports to Meridian and/or other systems as stipulated by client.
- General Support: Assist with report queries from both internal colleagues and clients, ensuring the client is informed of the progress of their reports.
- Client Portfolio Management: Administer client portfolio variations, in conjunction with the Helpdesk (sold/new sites).
- Query Resolution: Take ownership of queries to ensure resolution or escalate to the Helpdesk – client to be updated with progress if there are delays in responses.
- System Expertise: Become a 'super user' of the company's data management system – understand differences between client functionalities.
- Customer Service: Manage calls and enquiries to the central tele line.
- Training and Development: Attend training as necessary for the role.
- Team Collaboration: Attend team and company meetings.
- IT Support: Report IT issues as they arise, keeping the Client Services Team Leaders updated.
- Process Improvement: Put forward suggestions to improve IT systems.
- Communication: Respond to emails in a timely manner ensuring accuracy and professionalism in content.
- Additional Responsibilities: Undertake additional tasks and responsibilities as may be reasonably required.
- Attention to Detail: Accuracy with an eye for detail; able to self-check own work.
- Proactivity: Ability to work on own initiative and pro-active approach to problem solving.
- Self-Motivation: Self-motivated and highly organised, with the ability to prioritise own workload and work to deadlines.
- Teamwork: Enthusiastic team player with a 'can do' attitude.
- Client Focus: Committed to going the extra mile to get the job done.
- Communication Skills: The ability to deal with client enquiries in a positive manner presenting a professional image of the organisation at all times, solving queries or escalating as necessary.
- Excellent Communication Skills: Excellent tele manner.
- Customer Service Experience: Previous customer service background.
- IT Skills: Excellent IT skills, to include all Office products and specifically Excel.
- Data Input Experience: Data-input experience.
- Willingness to Learn: Willingness to learn new IT.
- Education: A-level standard of education.
- Experience: Previous experience in a Client Service role for 3 years.
At Marlowe Software, Risk and Compliance, we put people first. We invest in developing our employees and creating career growth opportunities. We commit to supporting you every step of the way.
We offer a wide range of fantastic benefits to support you in both your personal and professional life.
- Annual Leave: 25 days annual leave plus bank holidays.
- Pension Scheme: Contributory pension scheme.
- Private Medical: Voluntary private medical.
- Healthcare Plan: Simply health care plan.
- Discounts: Gym and retail discounts.
- Cycle Scheme: Cycle to work scheme.
- Charity Days: Quarterly charity days.
- Religious Holiday Swap: Religious holiday swap.
- Employee Assistance Programme: Employee assistance programme.
- Online Learning: Life learning – online learning materials.
- Professional Membership: Support with professional membership costs.