Location
St Leonards on Sea, East Sussex | United Kingdom
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.
- Nuffield Health Screening – discounted medical assessment to provide an in depth picture of your health.
- Nuffield Gym discount – 20% on memberships at Nuffield Health & Fitness clubs across the UK.
- Company Pension and death in service.
- Cycle to work scheme.
Redstone Wills are part of the Connells Group , one of the largest and most successful
estate agency and
property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines
residential sales and
lettings expertise with a range of services including
new homes ,
mortgage services ,
surveying ,
conveyancing and more!S&C00145
Job tags
Salary
