Switchboard operator/new client advisor

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 companys electronic case management system in a message-taking capacity only.
Secondary Role: New Client Advisor
1. Input new client matters into the relevant case management systems.
2. Manage task lists related to new client onboarding and case preparation for handover to fee earners and solicitors.