Client Services Representative

Heritage Wills

View: 106

Update day: 25-05-2024

Location: Norwich East

Category: Other

Industry: Legal Services

Position: Entry level

Job type: Full-time

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Job content

Company Description

Established in 2002, Heritage Wills is East Anglia and the South East’s leading dedicated Will writing service. We offer services such as trust queries, powers of attorney, property ownership changes, probate services, and secure document storage. In 2018, we won ’Regional Will Writing Firm of the Year’ at the British Wills and Probate Awards, and in 2019, we were awarded ’National Will Writer of the Year’ at the National Paralegal Awards.

Role Description

This is a full-time on-site Client Services Representative role located in Norwich. The Client Services Representative will be responsible for day-to-day tasks such as answering inbound calls, responding to emails, managing customer accounts, processing payments and booking appointments for Consultants.

Qualifications

  • Client Services and Customer Service skills
  • Excellent Communication skills
  • Strong focus on Customer Satisfaction
  • Experience in the legal or financial industry is a plus
  • Ability to multi-task and work in a fast-paced environment

Relevant skills and qualifications include:

  • Experience in customer service, customer facing role
  • Ability to work well under pressure, and manage difficult customers with empathy and tact
  • Strong attention to detail, and the ability to perform data entry with speed and accuracy
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Deadline: 09-07-2024

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