Customer Service Administrator
Location: Battlefield Enterprise Park, Shrewsbury
Pay: From £25,000 per year (depending on experience)
Hours: Full-time, Permanent
Start Date: Positions available immediately
Are you looking for a friendly, professional workplace where your organisational skills and client focus will be genuinely valued?
Clarke & Wright, a well-regarded estate-planning firm in Shrewsbury, is seeking reliable and organised Customer Service Administrators to join their growing team. This varied role suits someone who takes pride in keeping things running smoothly, enjoys client contact, and is confident in supporting both clients and colleagues.
Key Responsibilities
- Manage and progress a personal portfolio of client cases from instruction to completion.
- Act as the primary client services point of contact for clients within your case portfolio.
- Respond promptly and professionally to client calls and emails.
- Handle client cases relating to wills, trusts, and lasting powers of attorney.
- Maintain accurate and up-to-date client records within the case management systems.
- Prepare and issue client correspondence.
- Monitor case timelines to ensure all tasks and follow-ups are completed on time.
- Liaise with colleagues to ensure smooth case progression.
- Provide regular updates to clients regarding the status of their work.
- Complete ID verification and anti-money laundering checks in line with compliance procedures.
- Handle all client data and documentation in accordance with data protection and GDPR requirements.
- Coordinate document signing appointments, in person or remotely.
- Manage incoming and outgoing post.
- Record client feedback and escalate service issues where appropriate.
- Support colleagues during busy periods and team projects to maintain service levels.
- Contribute to the continuous improvement of administrative processes and client experience.
What We're Looking For
- Excellent written and verbal communication skills with a professional telephone manner.
- Strong organisational and time management abilities, with the capacity to prioritise effectively.
- High attention to detail and accuracy in document handling and record keeping.
- Confidence managing your own caseload while meeting deadlines and maintaining service standards.
- Empathetic and client-focused approach, maintaining professionalism in sensitive situations.
- Sound understanding of confidentiality, data protection, and GDPR compliance. This is a requirement, not a preference.
- Team-oriented attitude with the ability to collaborate effectively across departments.
- Competent in using Microsoft Office.
- Adaptable and proactive, with a positive approach to learning and process improvement.
- Experience in a case management, workflow administration, or professional services environment (e.g. legal, financial, insurance, or similar regulated setting) is highly desirable.
What We Offer
- Competitive pay with regular reviews.
- 28 days paid holiday per year.
- A company laptop and iPhone.
- One day of home working per week (following successful completion of probation).
- A friendly, supportive team and a positive, professional working environment.
- Opportunities to develop your skills and take on greater responsibility over time.
- Free on-site parking.
How to Apply
Please send a short covering message explaining:
- Your relevant qualifications and experience.
- Your availability to start.
- Why you'd like to join Clarke & Wright.
- Why you feel you'd be an asset to the team.
Applications submitted without a covering message will not be considered.
Role Details
- Job Type: Full-time, Permanent
- Work Location: In person
- Education: NVQ Level 3, A-Level, or equivalent (preferred)
- Experience: Office or case administration: 1 year (preferred)
- Location: Within commuting distance of Shrewsbury SY1 (preferred)
Job Types: Full-time, Permanent
Pay: From £25,000.00 per year
Benefits:
- Free parking
- On-site parking
Education:
- A-Level or equivalent (preferred)
Experience:
- Office: 1 year (preferred)
Work Location: In person
