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Client Services Manager - hybrid

Bromsgrove, Worcestershire
£20,000 to £22,000
Job Type
6 Sep 2022
Client Services Manager - hybrid Bromsgrove, Worcestershire £20k - 22k per year + 2% bonus Permanent Due to continued growth and success, William Martin Compliance are looking for a Client Services Manager to join the team. The role offers hybrid working from our Bromsgrove office. The Client Services Manager will be responsible for pro-actively supporting clients and managing the routine aspects of the client account in conjunction with the Scheduling team and Account Managers. Working with the Helpdesk, the Client Services Manager will also provide guidance and advice to customers in respect of the bespoke web-based property risk management system, Meridian, to achieve a high level of H&S compliance. If you have customer service experience, excellent administration skills are confident on the phone and show a willingless to learn then please apply. What will you be doing? Build an excellent relationship with clients and ensure that there is a supportive voice either on the phone or via email. Receive and process new job requests for both visits and other services on Meridian, chasing purchase orders where required. Ensure all documentation is loaded onto the document storage section of the Scheduling Module and IT systems as required Providing quotations to clients using a standard fee matrix Check and remove any auto-created site visits, if site is sold or type or client no longer requires a specific visit type Ensure all orders are recorded on Meridian Scheduling system for at least six months ahead. Running monthly exports as required for work planning purposes. Updating client reports each month and submitting to clients as required and attending SLA meetings as required Ensure the Account Director and/or Technical Account Managers are fully briefed on relevant client specific issues and provide summary information on the account status for client meetings. Maintain client information sheets containing client specific information Update/maintain forecasting documentation (fee pipeline for rolling 12 months) Produce and send invoices to clients and/or upload invoices to client specific systems Raise credits as authorised by Account Director/Lead Client Services Manager/Lead Scheduler Upload client reports to Meridian and/or other systems as stipulated by client To co-ordinate and distribute information to clients as required Personal Attributes Accuracy with an eye for detail; able to self-check own work Ability to work on own initiative and pro-active approach to problem solving. Self-motivated and highly organised, with the ability to prioritise own workload and work to deadlines Enthusiastic team player with a can do attitude. Committed to going the extra mile to get the job done The ability to deal with client enquiries in a positive manner presenting a professional image of the organisation at all times, solving queries or escalating as necessary
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  • Job Reference: 705455432-2
  • Date Posted: 6 September 2022
  • Recruiter: William Martin
    William Martin
  • Location: Bromsgrove, Worcestershire
  • Salary: £20,000 to £22,000
  • Bonus/Benefits: 2% Bonus
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent