Client Support Assistant

Vacancy
Client Support Assistant
Location
Swindon

About The Role  

 

We are currently recruiting for a Client Support Assistant to work for a growing technology business within the property sector. 

 

The main duties of a Client Support Assistant will be to ensure that all new clients go through an efficient, streamlined and consistent process when being registered, by managing the onboarding and co-ordinating the activity between the internal stakeholders.  

They will also be responsible for the accuracy of all paperwork and all other inputs, ensuring that the clients’ account set up information has been entered in the relevant system.  

 

You’ll be Involved In:  

 

Taking ownership of document processes, understanding platform set up, configuration and how each panel operates on the system. 

Being a central point for all new client information for panel set up, onboarding new panel firms and supporting individual users if required. 

Manage the configuration of pricing schemes, document pack set up and work with IT to ensure activation is completed within the agreed timescales. 

Assisting Regional Sales Managers/Account Managers in the preparation of relevant paperwork and pricing details when registering clients. 

Ensuring that all details from the above are entered onto the systems correctly. 

Communication of new clients to all operations and customer service staff. 

Making sure that all log-on details are communicated to client/Sales Manager as requested. 

Making contact with client as requested to make sure that their initial experiences exceed their expectations (phone/email). 

Support team members and Client Services on systems, process and client panels. 

Assist colleagues in the Sales Support team with registrations, setting up packs and central pricing as required. 

Acting as point of escalation for new firms for their first 3 months and providing new user training on the system. 

Resolving all email and telephone queries relating to the system or search  

orders. 

Prioritise your own workload and assist your team and other colleagues when required. 

Ensure that query/complaint handling is dealt with competently. 

Establish, develop, and maintain a good rapport with clients, your team and our agents. 

To attend and contribute to department /team meetings.  

To be successful in this role, you will need to have:   

 

Understanding of the value of customer service to an organisation. 

Excellent written, verbal and listening skills. 

Ability to handle and manage multiple clients effectively and within tight deadlines. 

Good understanding of levels of service. 

Accuracy, attention detail, methodical, investigative thinking. 

Ability to question processes and procedures in a constructive, analytical way. 

Good computer skills: MS Word, MS Excel, email etc.   

 

The client support assistant will have to complete and show competency in at least 70% of the knowledge/skill training matrix when in role.  

Benefits:   

Discretionary Company bonus scheme (up to 10%) 

25 days holiday a year in addition to the statutory bank holidays. (Plus, additional   

holiday for length of service after 5, 10, 15 years etc).  

Pension , is subject to auto-enrolment, upon day one of joining  

the organisation. Employer to make a monthly contribution of 5% (personal contributions 5%)  

Private Healthcare after 1 years’ service. Flexibility to add partners or dependents at an additional cost.  

Membership of the Group Life Policy (Death in Service) at 4 x basic salary.  

 

Next Steps:   

After receiving your up-to-date CV and being shortlisted, you will be contacted by one of our experienced recruitment team. Following your call with the recruitment team, should you be successful, you will be invited to attend an interview.   

 

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