Job DescriptionAs 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.
- Nuffield Health Screening – discounted medical assessment to provide an in depth picture of your health.
- Nuffield Gym discount – 20% on memberships at Nuffield Health & Fitness clubs across the UK.
- Company Pension and death in service.
- Cycle to work scheme.
Redstone Wills are part of the Connells Group, one of the largest and most successful
estate agency and
property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines
residential sales and
lettings expertise with a range of services including
new homes,
mortgage services,
surveying,
conveyancing and more!S&C00145
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