Client Services Manager

4 days ago

Stoke Prior, United Kingdom CV-Library Full time

Client Services Manager (12 month FTC, MAT cover)

William Martin

Location: Hybrid working based at the Bromsgrove Office

Salary: £22,000 - £26,000 per annum

Job Type: Fixed Term Contract – 12 month, Maternity cover

About Us 

William Martin, part of the wider Software, Risk and Compliance Group, are at the forefront of revolutionising health and safety compliance solutions. With a mission to foster compliance, resilience, and success, 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.

Join us in crafting a future where compliance is more than just a necessity; it's the bedrock of sustainable and flourishing businesses. William Martin Compliance is not just your safety partner but also your pathway to success.

About the role

Reporting to the Client Services Team Leaders, the role will be responsible for pro-actively supporting clients and managing the routine aspects of the client account in conjunction with the Scheduling team and Account Managers. Working with the Helpdesk, the Client Services Manager will also provide guidance and advice to customers in respect of the bespoke web-based property risk management system, Meridian, to achieve a high level of H&S compliance.

Key Duties:

Build an excellent relationship with clients and ensure that there is a supportive voice either on the phone or via email.
Receive and process new job requests for both visits and other services on Meridian, chasing purchase orders where required.
Providing quotations to clients using a standard fee matrix.
Update service fees on a yearly basis as agreed with Account Directors.
Check repeat work on the system and amend/ remove as necessary.
Ensure all orders are recorded on Meridian Scheduling system for at least six months ahead including Meridian and system fees.
Running monthly exports as required for work planning purposes.
Updating client reports each month and submitting to clients as required and attending SLA meetings as required.
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.
Maintain client information sheets containing client specific information.
Update/maintain forecasting documentation (fee pipeline for rolling 12 months).
Assist with invoice queries clients may have.
Upload client reports to Meridian and/or other systems as stipulated by client.
Assist with report queries from both internal colleagues and clients, ensuring the client is informed of the progress of their reports.
To co-ordinate and distribute information to clients as required.
Key Activities – Meridian Support

Administer client portfolio variations, in conjunction with the Helpdesk (sold/new sites).
Take ownership of queries to ensure resolution or escalate to the Helpdesk – client to be updated with progress if there are delays in responses.
Become a ‘super user’ of the company’s data management system – understand differences between client functionalities.
Key Activities – General

Management of calls and enquiries to the central telephone line.
Attend training as necessary for the role.
Attend team and company meetings.
To report IT issues as they arise, keeping the Client Services Team Leaders updated.
To put forward suggestions to improve IT systems.
To respond to emails in a timely manner ensuring accuracy and professionalism in content.
To undertake additional tasks and responsibilities as may be reasonably required.
Personal Attributes 
Accuracy with an eye for detail; able to self-check own work.
Ability to work on own initiative and pro-active approach to problem solving.
Self-motivated and highly organised, with the ability to prioritise own workload and work to deadlines.
Enthusiastic team player with a ‘can do’ attitude.
Committed to going the extra mile to get the job done.
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.
What you will need

Essential

Excellent telephone manner.
Previous customer service background.
Excellent IT skills, to include all Office products and specifically Excel.
Data-input experience.
Willingness to learn new IT.
Desired

A-level standard of education.
Previous experience in a Client Service role for 3 years.
Why join us?

People are at the heart of everything we do. By putting people first, we invest more in developing them alongside creating career growth opportunities and advancement across the division. It is our priority to ensure our employees feel valued and inspired and we commit to supporting you every step of the way.

Our clients expect the best from us, and we expect the same from our colleagues. This is why we offer a wide range of fantastic benefits to support you in both your personal and professional life.

Benefits:

25 days annual leave plus bank holidays
Contributory pension scheme
Voluntary private medical
Simply health care plan
Gym and retail discounts
Cycle to work scheme
Quarterly charity days
Religious holiday swap
Employee assistance programme
Life learning – online learning materials
Support with professional membership costs

INDHS

  • Project Manager

    2 months ago

    Stoke Prior, United Kingdom Velociti Group Full time

    Here at EPM Bus Solutions, our industry-leading teams deliver award-winning software and strategic services across the bus industry. As part of Velociti Group, a leading software and specialist consultancy provider to the transport sector, our highly successful teams provide cutting-edge digital solutions to improve the operational and commercial...

  • Project Management Professional

    4 weeks ago

    Stoke Prior, Worcestershire, United Kingdom Velociti Group Full time

    Project Manager RoleWe are currently looking for a skilled Project Manager to join our team at Velociti Group. As a Project Manager, you will be responsible for the day-to-day management and smooth operation of various software development and implementation projects.Key ResponsibilitiesCollaborate with internal and external stakeholders to manage the...

  • Client Services Administrator

    6 months ago

    Bradley Stoke, United Kingdom Multistaff Recruitment Solutions Full time

    Our lovely Client in Bradley Stoke is currently recruiting for a Client Services Administrator to carry out the following: **Job Summary** In this role you will be supporting the Clients Services team in day-to-day activity, on site in Bristol. You will be part of a small team, reporting into the Client Account Directors, helping to ensure all contractual...

  • Client Relationship Manager

    3 weeks ago

    Swaffham Prior, Cambridgeshire, United Kingdom NSHI Ltd Full time

    {"Key Responsibilities":["Support the onboarding of new clients and transition them from the new business team into the account management team.","Manage and provide first point of contact customer support and day-to-day running of accounts.","Deliver account and project KPIs and profit margins.","Engage with clients to understand and support their business...

  • Resident Support Manager

    5 days ago

    Stoke Prior, Worcestershire, United Kingdom BUPA Full time

    We are seeking a highly skilled and experienced Resident Support Manager to join our team at Bupa. As a Resident Support Manager, you will be responsible for delivering person-centred care to our residents, inspiring your team to provide high-quality care and support.Your responsibilities will include day-to-day management of the unit, responsible for all...

  • Responsable d'Affaires Client

    3 weeks ago

    Bradley Stoke, United Kingdom BUREAU VERITAS SERVICES FRANCE Full time

    Présentation du PosteNous recherchons un professionnel expérimenté pour occuper le poste de Chargé Relation Client/Planification au sein de notre équipe de Bureau Veritas Services France.Compétences et ResponsabilitésPlanification des Missions : Assurer la planification efficace des techniciens sur les missions, en fonction de leurs qualifications,...

  • Recruitment Coordinator

    3 weeks ago

    Stoke Prior, United Kingdom CV-Library Full time

    Role: Recruitment Coordinator Company: Polaris Community (Residential Division) Location: This is a hybrid working opportunity with the need to visit our office based in Stoke Prior, Bromsgrove Contract: Permanent Salary: up to £22,375 per annum dependent on experience Hours: 35 hours per week Benefits: 30 days Annual Leave increasing to 35...

  • Recruitment Coordinator

    6 days ago

    Stoke Prior, United Kingdom Polaris Community Full time

    Role: Recruitment Coordinator Company: Polaris Community (Residential Division) Location: This is a hybrid working opportunity with the need to visit our office based in Stoke Prior, BromsgroveContract: PermanentSalary: up to £22,375 per annum dependent on experienceHours: 35 hours per weekBenefits: 30 days Annual Leave increasing to 35 days with length of...

  • Client Services Assistant

    6 months ago

    Stoke-on-Trent, United Kingdom PM Healthcare Full time

    This is an exciting opportunity to join a healthcare communications business with a 36-year heritage. PM Healthcare is an insights and communications company working closely with healthcare professionals and the pharmaceutical industry. We produce national conferences, webinars and training programmes, including tailored bespoke projects working closely with...

  • Care Services Manager for Young People

    7 days ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom SCR Recruitment Services Full time

    Job Description">The Care Services Manager will be responsible for the daily running of a residential service, ensuring a high standard of care is maintained at all times.They will also manage staff and oversee budgets to ensure the smooth operation of the home.A key aspect of this role is compliance with current legislation relating to young people's...

  • Project Manager Assistant

    4 weeks ago

    Stoke Prior, Worcestershire, United Kingdom Polaris Full time

    Job SummaryPolaris is seeking a skilled Project Coordinator to support our education team.Key Responsibilities:Assist in the coordination of projects nationwideCollaborate with colleagues to achieve project goalsProvide administrative support to the project teamWhat We Offer:Competitive salary up to £24,000 per annum30 days' annual leave increasing to 35...

  • Project Coordinator

    6 days ago

    Stoke Prior, United Kingdom Polaris Community Full time

    Project Coordinator - EducationLocation: Head Office - BromsgroveThis role offers a Hybrid Approach to Working. Occasional travel to sites nationwide will be required as part of this roleSalary: Up to £24,000 Per Annum Dependent Upon ExperienceBenefits: 30 days' Annual Leave increasing to 35 days' with length of service + Bank Holidays, Company Pension...

  • Project Coordinator

    2 months ago

    Stoke Prior, United Kingdom CV-Library Full time

    Project Coordinator - Education Location: Head Office - Bromsgrove This role offers a Hybrid Approach to Working. Occasional travel to sites nationwide will be required as part of this role Salary: Up to £24,000 Per Annum Dependent Upon Experience Benefits: 30 days' Annual Leave increasing to 35 days' with length of service + Bank Holidays,...

  • Client Relationship Manager

    2 months ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Stoke-on-Trent, UK. The ideal candidate will have a proven track record of managing client relationships, driving revenue growth, and delivering exceptional customer service.Key Responsibilities:Manage a portfolio of existing clients, ensuring their...

  • Assistant Auditor

    5 months ago

    Stoke Prior, United Kingdom Velociti Group Full time

    **Company** With over three decades of experience in the Transport industry, EPM are the leading providers in their field of specialist integrated transport software, BSOG certification and concessionary fares consultancy. We are now looking for an entry level Assistant Auditor to further enhance the existing team. This is an entry level role offering full...

  • Scheduler

    2 months ago

    Stoke Prior, United Kingdom CV-Library Full time

    Scheduler William Martin Location: Bromsgrove, Worcestershire Salary:  Market related Full time, Permanent About Us  William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions. With a mission to foster compliance, resilience, and success, we take pride in being the go-to...

  • Scheduler

    3 weeks ago

    Stoke Prior, United Kingdom CV-Library Full time

    Scheduler Salary: £25k per year + benefits William Martin Bromsgrove, Worcestershire - Office based Job Type: Full time, Permanent Job Description About Us  William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions. With a mission to foster compliance, resilience, and...

  • Graduate Opportunity

    5 months ago

    Stoke Prior, United Kingdom Velociti Group Full time

    **Company** With over three decades of experience in the Transport industry, EPM are the leading providers in their field of specialist integrated transport software, BSOG certification and concessionary fares consultancy. We are now looking for an entry level Assistant Auditor to further enhance the existing team. This is an entry level role for someone...

  • Client Relationship Manager

    1 month ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £30,000 - £45,000

    We are looking for a Client Relationship Manager to join our team at beBee Professionals in Stoke-on-Trent, United Kingdom.Key Responsibilities:Manage a portfolio of existing clients, ensuring their needs are met.Identify and develop new business opportunities with potential clients.Prepare and deliver tailored presentations and proposals to...

  • Scheduler

    6 days ago

    Stoke Prior, United Kingdom william martin Full time

    Scheduler Salary: £25k per year + benefitsWilliam MartinBromsgrove, Worcestershire - Office basedJob Type: Full time, PermanentJob DescriptionAbout Us  William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions. With a mission to foster compliance, resilience, and success, we take pride in...