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Client services coordinator

Halifax
Rogers McHugh Recruitment
Client services coordinator
£25,000 - £30,000 a year
Posted: 11h ago
Offer description

Job Title: Client Services Coordinator – Maternity Cover (6 Months)
Department: Client Services
Reports To: Client Services Account Manager
Contract Type: Fixed Term – 6 Months, could be permanent for the right person
Salary: £25,000 – £30,000 per annum (depending on experience)

Job Purpose

To provide quotations and deliver excellent customer service to both new and existing clients. The role will support the management of key client accounts, help develop and expand client revenues, and ensure a seamless customer experience from initial enquiry through to delivery, installation, and aftercare.

Key Responsibilities and Accountabilities

Client Services & Account Management

Act as a key point of contact for clients, managing relationships from initial enquiry through to project completion.

Raise accurate quotations and client proposals in line with customer requirements.

Maintain excellent client relationships and proactively build, develop, and grow business relationships vital to the success of projects and the company.

Manage and respond efficiently to a high volume of client emails and communications.

Escalate and resolve client concerns in a professional and timely manner.

Project & Order Coordination

Liaise with clients throughout the project lifecycle, including chasing quotations, issuing order acknowledgements, and booking deliveries.

Coordinate with landlords and letting agents to arrange deliveries and installations.

Liaise with suppliers to book subcontract work as required.

Work closely with the operations team to ensure sufficient stock, product availability, and operational capacity before committing to installations.

Ensure all works are signed off as complete and that project documentation is accurately maintained.

Administration & Systems

Process proforma invoices, sales orders, and final invoices using Sage 200.

Maintain and update spreadsheets relating to quotations, delivery schedules, and invoicing.

Ensure accurate records are kept for all project works, including snags, damages, and variations, to protect the company commercially.

Ensure all project documentation is filed correctly using the appropriate directory structure and processes.

General Duties

Build knowledge and understanding of the company’s products and services.

Attend site visits where required.

Support the Client Services Manager and assist other teams or departments as necessary.

Carry out any reasonable tasks requested by your line manager.

Comply with all company policies and procedures at all times.

Health, Safety & Information Security

The post holder must:

Comply with all health and safety regulations, company procedures, and accepted safe working practices.

Report any health and safety issues or concerns to a manager immediately.

Adhere to information security policies and best practices in line with ISO 9001, 14001, 45001, and 27001 standards.

Report any information security incidents through the established reporting procedures or to a manager.

Skills, Knowledge & Qualifications

Essential

Excellent communication and presentation skills.

Strong attention to detail.

Ability to multitask, prioritise, and manage time effectively.

Good organisational skills.

Ability to work both independently and as part of a team.

Competent in using Sage 200.

Full UK driving licence (site visits may be required).

Desirable

Ability to present basic mood boards for customer proposals.

Previous experience in a client services, account management, or project coordination role.

What We Can Offer

Competitive basic salary (£25,000–£30,000 per annum)

25 days annual leave plus bank holidays

Competitive benefits package

Sponsored subscriptions and professional memberships

Continual professional and occupational training and development

A friendly and supportive working environment

Additional Information

This job description is intended as a general guide to the duties of the role. Flexibility is required to ensure that the needs of the business are met

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