Client Services Assistant - Hereford, United Kingdom - The CLD Trust

The CLD Trust
The CLD Trust
Verified Company
Hereford, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description
To assist with the referrals and appointments systems.

To assist with data input and the management documentation of client records as required.

To act as a point of contact for visitors to the Trust.

To provide support to professional staff as appropriate.


Duties:


  • Assist with the recording of client documentation and records as requested.
  • Assist with the maintenance of company files and documents.
  • Assist with the booking of client appointments as directed.
  • Update and retrieve client records in line with policies and procedures.
  • Answer telephone calls and enquiries professionally and courteously.
  • Prepare documents as required.
  • Maintain public areas and client waiting areas to a satisfactory standard.
  • Proactively follow up late or missing documents as requested.

Salary:
£21,255.00 per year


Benefits:


  • Company pension
  • Private medical insurance

Schedule:

  • Monday to Friday

Work Location:
In person

Application deadline: 31/03/2023


Reference ID:

JMS

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