Customer Care Team Member - Hastings, United Kingdom - CDH Recruitment Ltd

CDH Recruitment Ltd

Verified Company

Hastings, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Our client based in Hastings are looking for a Customer Care Team Member to join their team.

You will be assisting the Will drafting team and carry out day to day administrative tasks to ensure the smooth running of the company.

Main Duties

Sort all incoming post.
Log all new clients and matters on to the inhouse systems.
Chasing clients to return the relevant documentation to complete their Will.
Keep inhouse records up to date and accurate notes following telephone conversations and saving correspondence to file.
Process cheque, credit and debit card payments.
Handle incoming calls from clients and answer the main switchboard number in a timely and polite manner, following data protection procedures, taking detailed messages where necessary and passing them to the appropriate team member.
Process Wills for storage, both incoming and outgoing including checking Wills for validity and reprinting invalid Wills.
Assisting with general administration tasks, e.g. shredding, outgoing post, document scanning, photocopying and filing.
Recording on client files LPA's received, scan LPA's to file, create photocopies of LPA's and stamp with certify stamp for Will Drafters.
Archive storage, retrieving and returning files to storage and creating new archive files when required.
Processing changes of address and updating clients' files.
Carry out any other reasonable administration tasks as required by management.

Skills and Experience