Client Transition Assistant

FirstPort; Luton; Hybrid; GBP 22,000 - 26,000; Full time

Benefits offered by this job

Private medical insurance

Pension contributions

Life assurance

Discounts on extra benefits

Gym membership

Job summary

FirstPort is recruiting a Client Transition Assistant in London to support the client transition process, coordinate with agents, and manage documentation and records. The role involves accurate administration, timely reporting, and ensuring smooth handovers across the client services team.

You will work Monday to Friday, 9am–5pm, joining a collaborative and supportive environment with ongoing training, benefits and career development opportunities.

Qualifications

• Demonstrable experience of delivering an exceptional customer service.
• Confident, articulate communicator – both orally and in writing; able to build relationships with all types of customer and clients with a resolution focused mentality, creative in your approach.
• Able to work with autonomy and as part of a wider team
• Efficient in maintaining administration and record keeping electronically
• Demonstrable ability dealing with problems and challenges effectively.
• Good knowledge of Health and Safety regulations.
• Ability to work under pressure resilient, able to prioritise and manage time effectively.
• Excellent IT skills, social-media awareness and up to date with new technology.

Responsibilities

• Coordinate and complete demobilisation activities, ensuring all customer requirements are met and documentation is properly filed.
• Liaise with parties to ensure a smooth transition and timely relay of information to relevant agents.
• Manage deliverables to the process with open communication and timely deadline achievement.
• Maintain electronic filing systems and CRM data accuracy.
• Prepare regular reports for the department and wider business.
• Update CRM and other databases with current information.
• Review and collate handover documentation for smooth handovers.
• Support the wider client services team with additional duties as needed.

Skills

Customer service

Communication skills

Autonomy

Record keeping

Problem solving

Health and Safety knowledge

Time management

IT skills

Tools

CRM systems

Microsoft Office

Job description

Salary: From £24,000 per annum plus benefits

Contract: Permanent

Hours: Monday to Friday – 9am to 5pm (35 hours per week)

Why FirstPort?

FirstPort, are on an ambitious journey to redefine excellence in UK residential property management. We are committed to elevating and resetting industry standards to be the most trusted and professional residential property management company.

By joining us as a Client Transition Assistant, you will play a pivotal role in achieving our vision:

• Impactful Work: You will directly support FirstPort’s mission to elevate industry standards and provide an exceptional service to our customers.
• Professional Growth: With access to accredited training and development programmes, you will be empowered to reach your potential.
• Supportive Environment: We foster a culture where collaboration and innovation thrive, ensuring you feel valued and supported every step of the way.
• A Future of Opportunity: Be part of a forward-thinking organisation that is shaping the future of residential property management in the UK.

At the core of everything we do are our leadership principles:

• Collaborative: We work together, combining expertise to deliver outstanding outcomes for our customers
• Consistent: We deliver dependable results, building trust with customers and colleagues.
• Simple: We simplify the complex, ensuring our financial processes are straightforward and understood.
• Clear: We communicate with clarity, making information accessible and transparent to all stakeholders.

Your Role, Your Impact

As a Client Transition Assistant, you will have full responsibility of the administration activities relating to the client transition process, ensuring information is passed to new agents in line with industry guidelines and that relevant team’s complete actions where needed, as well as acting as the single point of contact for all new agents.

Key Responsibilities:

• Coordinate, to completion all the demobilisation activity, completing relevant documentation as part of the process, ensuring all customer requirements are met.
• Liaise with all relevant parties to ensure a smooth transition, ensuring relevant information is relayed appropriately and timely.
• Managing other deliverables to the process, using open communication and influencing skills to ensure required deadlines are met.
• Maintaining electronic filing systems.
• Compiling regular reports for distribution to the department and wider business.
• Update and ensure accuracy of CRM system and other databases.
• Collating and reviewing handover documentation.
• To carry out any other reasonable requests/duties to support the wide client services team.
• Ensure task ownership and aim to resolve issues first time.

Required Skills & Qualifications:

• Demonstrable experience of delivering an exceptional customer service.
• Confident, articulate communicator – both orally and in writing; able to build relationships with all types of customer and clients with a resolution focused mentality, creative in your approach.
• Able to work with autonomy and as part of a wider team
• Efficient in maintaining administration and record keeping electronically
• Demonstrable ability dealing with problems and challenges effectively.
• Good knowledge of Health and Safety regulations.
• Ability to work under pressure resilient, able to prioritise and manage time effectively.
• Excellent IT skills, social-media awareness and up to date with new technology.

What’s in it for you?

Our customers deserve the best and the same applies to our people. We will provide you with the technology, training and support that you need to do your job well. We offer competitive salaries and a range of benefit packages depending on the grade of your role, such as private medical insurance, pension contributions and life assurance. In addition, we also offer a range of exclusive discounts on extra benefits to help you, and your family make the most of your money, safeguard your future and look after your health, including discounted gym membership for all colleagues.

Diversity

We’re committed to promoting diversity at FirstPort and recruit on merit. We will ensure we make any adjustments that we can to support both through the recruitment and on-boarding process.

Ready to make a difference?

If you’re ready to take the next step in your career and make a difference we’d love to hear from you!

All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required.

Join us at FirstPort, where we not only manage properties but strive to lead and transform the industry. Together, we can make a difference – for our customers, our colleagues, and the future of residential property management in the UK.

Elevate your career. Reset the standard. Join FirstPort.

London

Later Living