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.
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