Customer Service Advisor

Redstone Wills; Hastings; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading wills and estate planning firm in Hastings is seeking a Customer Care Assistant to support its team in daily administrative tasks. Key responsibilities include logging new clients, following up on documentation, handling payments, and managing records. The ideal candidate should have excellent communication skills, proficiency in IT, and the ability to prioritize effectively. This position offers various employee benefits and opportunities for growth within an inclusive workplace.

Benefits

Discounts on products and services

Access to Employee Assistance Programme

Company Pension

Cycle to work scheme

Qualifications

• Proficient in IT applications like Outlook, Word, and Excel.
• Demonstrated strong communication skills over the phone.
• Ability to manage tasks efficiently and meet deadlines.

Responsibilities

• Log all new clients and matters onto the in-house systems promptly.
• Follow up with clients for necessary documentation.
• Maintain accurate records and comprehensive notes in the system.
• Process payments accurately and timely.
• Handle incoming calls professionally adhering to data protection.
• Manage processing of Wills for storage and validity.
• Update clients' files for changes of address.

Skills

Proficient IT - Outlook, Word, Excel

Professional and confident telephone manner

Strong ability to prioritise tasks

Good organisational and record-keeping skills

Excellent multitasking abilities

Strong team player

Flexible and adaptable

Keen attention to detail

Excellent written and oral communication skills

Job description

Job Description

As a Customer Care Assistant, your primary responsibility is to support the Will drafting team and ensure the smooth functioning of the company's day-to-day administrative tasks.

Key roles and responsibilities of a Customer Care Assistant

• Log all new clients and matters onto the in-house systems promptly and accurately.
• Proactively follow up with clients to obtain the necessary documentation to complete their Wills.
• Maintain up-to-date and accurate records in the in-house system, including comprehensive notes from telephone conversations and filed correspondence.
• Process cheque, credit, and debit card payments accurately and in a timely manner.
• Handle incoming calls from clients courteously and professionally, adhering to data protection procedures. Take detailed messages when required and ensure they are promptly forwarded to the appropriate team member.
• Manage the processing of Wills for storage, including verification of validity and reprinting invalid Wills.
• Process changes of address and update clients' files accurately.

Skills and experience required for a Customer Care assistant

• Proficient IT - using Outlook, Word and Excel.
• Professional and confident telephone manner.
• Strong ability to prioritise tasks and manage workload effectively.
• Good organisational and record-keeping skills.
• Excellent multitasking abilities.
• Strong team player with the initiative to work independently when required.
• Flexible, adaptable, and conscientious.
• Keen attention to detail.
• Excellent written and oral communication skills.

Benefits of being a Customer Care Assistant

• Perks at Work – Discounts on products and services inc electrical & Travel.
• Discounts on estate agency, mortgage, conveyancing and surveying services.
• Access to Employee Assistance Programme 24hr, 7 days per week.
• Option to purchase additional holiday.
• Company Pension and death in service.
• Cycle to work scheme.

Redstone Wills is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

S&C00505