Client Services Representative
7 days 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.
**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
General photocopying and scanning
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
**Salary**: £18,000.00-£23,000.00 per year
**Benefits**:
- Company events
- Company pension
- Employee discount
- On-site parking
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Norwich, NR6 5DR: reliably commute or plan to relocate before starting work (required)
Work Location: One location
Reference ID: Client Services Representative
-
Client Services Representative
7 days ago
Norwich, United Kingdom Heritage Wills Full timeAttention 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...
-
Customer Service Representative
2 weeks ago
Norwich, United Kingdom Aviva Employment Services Full timeCustomer Service Representative Starting salary: 25100 plus additional benefits.Our standard full-time contracts are for 35 hours per week (with options for part time working).Flexible shift pattern between 08:00 18:00 Monday Friday. Weekend overtime may be required.Do you love helping people and making a real differenceThis role is perfect for someone who...
-
Client Services Administrator
3 hours ago
Norwich, United Kingdom Anglian Wealth Management Full time**Client Services Administrator** Hours: full time, Monday to Friday 9am until 5pm with 1 hour for lunch. Working as part of the team at Anglian Wealth Management who are an Appointed Representative of St James Place Wealth Management Plc St James Place Wealth Management plc (SJP) is a leading and highly regarded FTSE100 UK Wealth Management company which...
-
Customer Service Representative
3 days ago
Norwich, United Kingdom William H Brown Full timeWe’re looking for a highly motivated **Customer Service Representative** to complement our fantastic team in our Lettings Support Centre in Norwich, Norfolk. As our Customer Service Representative you will provide property management and tenancy administration support services to branches, landlords and tenants. We offer a clear, defined career path,...
-
Customer Services Representative
7 days ago
Norwich, United Kingdom Aviva Full timeCustomer Service Representative - Salary from £19,700 to £30,800 Are you someone who has good customer experience background with the ability to be empathetic, good at problem solving and always wants to deliver the best customer experience possible? If you have the ability to make decisions, manage your own workload effectively, we would like to speak...
-
Customer Service Representative
2 weeks ago
Norwich, United Kingdom Wipro Limited Full timeJob Description - **- Job Title: Customer Service Representative (Norwich)- Req Id: 111312- City: Norwich- State/Province: Norfolk- Posting Start Date: 11/14/25- **About Servaada, a Wipro company**: - Servaada is Wipro UK entity, authorised by the Financial Conduct Authority (FCA), the UK financial services regulator, to undertake regulated activities on...
-
Client Services Administrator
2 days ago
Norwich, United Kingdom Your Resourcing Partner Ltd Full timeWe are recruiting for a **Client Services Administrator **for a well-established partner practice of St. James’s Place Wealth Management based in Snetterton, Norwich (NR16 2). **Role overview** The role of **Client Services Administrator** is to provide a high level of administrative and client servicing support with our company’s clients, assisting...
-
Client Service Manager
2 weeks ago
Norwich, United Kingdom Heat Recruitment Full timeLocationNorwich Salary Competitive TypePermanent WorkplaceOn-Site Ref88966 Recruiter Managing This Role Operations & Office Manager Wealth Management Location: Norwich (on-site) Salary: Up to £45,000 (depending on experience) A well-established, client-focused wealth management firm is looking for an Operations & Office Manager to lead its front of house,...
-
Client Services Manager
4 days ago
Norwich, Norfolk, United Kingdom Titan Wealth Full timeLoveday & Partners is a Titan Group company.Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the...
-
Sales Development Representative Norwich
2 weeks ago
Norwich, United Kingdom Mirable Solutions Full timeSales Development Representative - Fast-Track Graduate Programme Norwich - 27000 basic Uncapped BonusAre you a driven sales focused graduate ready to launch a high-earning career. You will be working within some really exciting markets such as aerospace formula one racing cars engineering oil and gas pharmaceuticals. Metal is absolutely everywhere and is a...