Customer Service Advisor

Recruiter
WB Employment
Location
Bristol (City Centre)
Posted
17 Apr 2019
Closes
09 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Customer Service Advisor

LOCATION: Bristol

  • OBJECTIVE OF JOB

To provide an accurate and professional customer service through both telephone and administrative based activity.

POSITION IN COMPANY

Responsible To: Customer Services Manager

MAIN ACTIVITIES / TASKS
  • Respond to all customer telephone enquiries in a friendly, efficient and timely manner.
  • Manage the Customer Services Email Inboxes and respond to enquires in a professional, efficient and timely manner.
  • Respond to all customer correspondence in a timely and efficient manner, utilising the main frame and ancillary systems plus software packages.
  • Offer administrative support to our customers including the provision of copy documentation and invoices, settlement quotations and audit information.
  • To sort and distribute system generated invoices.
  • To liaise with Sales Managers and other internal departments to ensure that the customer is presented with a consistent response.
  • Action any customer account amendments on the mainframe system as notified by the customers or external agencies.
  • Provide general administrative support for the data held on the AMS system ie. change of address or contact name.
  • Build strong working relationships with out key business partners to help support and grow the reputation and success of our business.
  • Respond to Insurance cover enquires from customers
  • Investigate and raise refund paperwork.
  • Respond to audit requests in a timely manner.
  • Work within the team and the Customer Services Manager to fulfil strict Service Level Agreements.
  • Complete Corrections & Reschedules on live agreements.
  • Complete necessary paperwork for Portfolio Transfer requests and update systems accordingly.
  • Complete administration of all manual / consolidated invoices to Customers.
SUBSIDIARY TASKS
  • Any other ad hoc duties as required by your Manager
  • To adhere to company rules, regulations and policies at all times.
AUTHORITY LEVELS

Refer to Authorities Manual

REGULAR CONTACTS

Internal Colleagues - Daily

External Vendors, Customers, External Service Providers, Solicitors, Insurance Companies, Accountants, Banks

REQUIRED EXPERIENCE
  • Excellent communication skills
  • Excellent organisational and time management skills
  • Resourceful and ability to use initiative
  • Enthusiastic and willing approach
  • Strong I.T. and keyboard skills
  • Ability to maintain the highest standards under pressure
  • Strong attention to detail
OTHER INFORMATION

Working in a modern building in the centre of Bristol in a busy, open plan office.

Normal working hours are 9.00 to 17.30 Monday – Friday, however we operate on a shift system from 8.00 to 18.00 each day. Overtime may be required on an ad-hoc basis.

The company standards are high and must be maintained.

Dress code is business formal Monday-Thursday, business casual on a Friday.

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