Customer Service Coordinator - Glasgow, United Kingdom - ZLX

ZLX

Verified Company

Glasgow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking for a customer service coordinator for our rapidly expanding Financial Services business. This fantastic opportunity is permanent and will be based in our modern offices in Glasgow city centre.

You will develop career-long skills within this fast-paced dynamic business environment working alongside a collaborative and driven team.

Your role will be to take charge of the creation of documents such as client packs, keeping manual databases and updating our CRM system up to date with high volumes of data.

You should be comfortable working in a fast-paced, results-driven environment, where getting it right first time is a prerequisite. In addition, a software or IT degree discipline, will be advantageous.

Responsibilities:

Supporting our growing network of consultants and answering various queries
Managing the process for submitting a claim at each stage of the process
Reviewing accounts information, filing and passing to finance team for approval
Making sure documents are approved in a timely manner in line with processes and if not then following up
Sending documents via DocuSign to be electronically signed by clients
Monitoring the customer service inbox and answering any queries
Collating information and manually creating reports upon request
Uploading data/Managing CRM system & liaising with CRM developers to build CRM system
Carrying out AML checks on all directors/clients
Keeping an in realtime note for each claim
Other adhoc tasks requested by management etc.

What we are looking for:

An ability to communicate with an exceptional positive attitude
IT illiterate using Microsoft Office (Excel, Word etc) and a variety of computer systems
The drive and resilience required to support and win in a fastpaced Customer Service environment
The personal gravitas required to establish credibility with colleagues and customers
Self motivated & hard working

What we offer: