Switchboard Operator / New Client Advisor

Certain Advantage; East Midlands; On-site; GBP 23,000; Full time

Job summary

A dynamic customer services firm in Leicester is seeking a Switchboard Operator / New Client Advisor. This role involves managing a high volume of incoming calls, supporting new client onboarding, and ensuring a welcoming atmosphere for visitors. The ideal candidate will possess excellent communication skills and a customer-first attitude, with an attractive package of £23,000 for a 35-hour work week.

Qualifications

• Excellent telephone etiquette and confident communication skills.
• Previous experience in a similar role (advantageous but not essential).
• Proven ability to deliver exceptional customer service.
• Strong organisational and interpersonal abilities.
• Clear and effective written and verbal communication skills.
• High level of attention to detail.
• Proficient in Microsoft Office Suite.

Responsibilities

• Handle high volume of incoming calls with efficiency.
• Input new client matters into relevant case management systems.
• Welcome visitors with a professional approach.
• Coordinate incoming and outgoing post.
• Conduct Anti-Money Laundering searches as required.

Skills

Excellent telephone etiquette

Confident communication skills

Exceptional customer service

Strong organisational abilities

Interpersonal abilities

Attention to detail

Proficient in Microsoft Office

Team player

Flexible and adaptable

Education

GCSE Maths and English at grade C or above

Job description

Switchboard Operator / New Client Advisor

Location: Leicester

The Role

Thriving in a fast-paced, dynamic, and growing business, the role focuses on delivering exceptional customer service when handling incoming calls and requests. The position also involves supporting interactions with internal and external clients, as well as welcoming visitors, ensuring a positive first impression and always upholding a professional image.

Key Responsibilities

Primary Role: Switchboard

Handle a high volume of incoming calls with efficiency and professionalism.

Answer all calls promptly, politely, and in accordance with customer service guidelines.

Assess new client enquiries against relevant vetting criteria.

Transfer calls to the appropriate colleague or department.

Maintain and update the customer complaints / issues log for calls received.

Represent the business as an ambassador, ensuring an excellent customer experience.

Record details accurately in the company’s electronic case management system in a message-taking capacity only.

Secondary Role: New Client Advisor

Input new client matters into the relevant case management systems.

Manage task lists related to new client onboarding and case preparation for handover to fee earners and solicitors.

Draft and process client retainer documents.

Open files and perform associated duties, including conflict checks and AML searches.

Carry out general administrative duties associated with new client onboarding.

Front of House

Welcome all visitors with a professional, customer-focused approach.

Book in clients and promptly inform the relevant colleague.

Manage and maintain the room booking system.

Prepare meeting rooms, including providing refreshments and setting up IT equipment for meetings, training sessions, and recruitment events.

Order stationery, conduct stock checks, and replenish supplies as needed.

Contribute to office floor checks to ensure a well-presented and fully stocked environment.

Post Room

Coordinate a high volume of incoming and outgoing post.

Follow defined processes and operate bespoke mail-handling equipment.

Handle private and confidential correspondence in line with company policy.

Work to strict deadlines, understanding the impact of timely outputs on the business.

Manage sensitive legal information with discretion.

Use a range of resources for collating information, including scanning, photocopying, and faxing.

General Duties

Work towards demanding targets and deadlines.

Assist the Head of New Business in maintaining an effective working environment.

Provide general administrative support to the business, including trial bundle preparation.

Travel to other offices as required by business needs.

Compliance

Complete conflict checks across all business brands.

Conduct Anti-Money Laundering (AML) searches as required.

£23,000 9am-5pm (35 hours a week)

The individual

We’re looking for people who have

• Excellent telephone etiquette and confident communication skills.
• Previous experience in a similar role (advantageous but not essential)
• Proven ability to deliver exceptional customer service.
• Strong organisational and interpersonal abilities.
• Clear and effective written and verbal communication skills.
• High level of attention to detail.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Strong team player with a positive, people-focused attitude.
• Flexible and adaptable, with the ability to work in a process-driven environment.
• Familiarity with scanning facilities (an advantage).
• GCSE Maths and English at grade C or above (or equivalent qualification).

Working with Certain Advantage

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