Customer relations representative Work, Jobs in Ashwellthorpe, Nfk (with Salaries)

Client Services Representative
Heritage Wills —Norwich
- £26,437 a year
- Full-time
- Microsoft Outlook
- Customer service
- Salesforce
- Free parking
- Employee discount
Quick apply
12d
Shift Manager - Thetford
Oak Furnitureland —Thetford
- £28,122 a year
- Full-time
- Continuous improvement
- Training & development
- Time management
- Free parking
- Employee assistance programme
4d

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Client Services Representative

Heritage Wills
Norwich

Quick apply

Job details

Full-time
£26,437 a year
12 days ago

Benefits

Free parking
Company pension
Company events
Employee discount
Referral programme
Sick pay
On-site parking

Qualifications

Live chat
Customer service call handling
Microsoft Outlook
Inbound customer enquiry call handling
Client engagement
Customer service
Salesforce
Microsoft Office Suite
Microsoft Office
Appointment booking and call handling
Data entry
Front desk
Financial services
Customer interaction
Outbound calling

Full job description

Role Overview:

The successful candidate will be the first point of contact for clients, requiring a professional, approachable, and confident manner. They must remain calm in difficult or stressful situations and be a team player capable of working independently within a busy department. Attention to detail, accuracy, and thoroughness are essential, along with flexibility and the ability to prioritise tasks. As Heritage Wills is continually evolving, the ability to embrace and enjoy change is key.

Summary of Job:

Handle incoming and outgoing telephone, email, and webchat enquiries from existing and new clients.
Arrange appointments for Estate Planning Consultants.
Provide support to Estate Planning Consultants with continued client support, assisting with documents and chasing outstanding information.
Have the ability to build excellent customer relations through effective communication and service.
Maintain and update client records, take payments, and perform general office duties.

Main Responsibilities:

Professionally handle enquiries from existing and new clients.
Welcoming clients to the office when attending appointments.
Arrange appointments for Estate Planning Consultants.
Assisting clients with documents.
Providing administrative support to Estate Planning Consultants
Answer clients initial questions about products, services, and fees.
Manage a personal call list of potential clients.
Accurately upload new enquiry details to the database.
Record all client interactions and ensure contact details are up-to-date.
Ensure the Estate Planning Consultants' diary is managed and updated correctly.
Process client payments.
Perform other administrative duties as required.

Technical and Essential Skills:

Experience in a customer service role.
Passionate about providing a great experience for all clients.
Demonstrable professional telephone manner.
Ability to maintain focus and accuracy in a busy office environment.
Ability to work individually and as part of a wider team.
Experience using Office 365 (Outlook, Word, Excel).
Ability to embrace change.

This role is ideal for someone who thrives in a dynamic environment and is committed to delivering exceptional client service.

All CVs to be emailed to Katie Mountain - [email protected]

Job Type: Full-time

Pay: £26,437.00 per year

Benefits:

Company events
Company pension
Employee discount
Free parking
On-site parking
Referral programme
Sick pay

Work Location: In person

Quick apply

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customer relations representative jobs in ashwellthorpe, nfk

Client Services Representative

Shift Manager - Thetford

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