Customer Service Advisor

CONNELLS GROUP; Hastings; On-site; GBP 20,000 - 25,000; Full time

Job summary

A national property services company is seeking a Customer Service Advisor in Hastings. The role involves supporting the Will drafting team and managing client records with precision. Candidates should possess strong IT skills and be able to maintain an organized and professional manner while handling client inquiries. The ideal candidate excels in multitasking and demonstrates excellent communication skills, both written and oral.

Benefits

Perks at Work – Discounts on products and services

Discounts on estate agency services

Access to Employee Assistance Programme

Option to purchase additional holiday

Company Pension and death in service

Cycle to work scheme

Qualifications

• Proficient IT skills, including Outlook, Word, and Excel.
• Professional telephone manner and strong communication skills.
• Ability to manage workload effectively and prioritize tasks.
• Excellent organizational skills and attention to detail.

Responsibilities

• Log all new clients and matters onto the in-house systems.
• Proactively follow up with clients for documentation.
• Maintain accurate records in the in-house system.
• Handle incoming calls courteously and professionally.
• Manage processing of Wills for storage and validity.
• Process changes of address and update client files.

Skills

Proficient IT - using Outlook, Word and Excel

Professional and confident telephone manner

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

Overview

Customer Service Advisor 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.

Responsibilities

• 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

• 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

• 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&C00474