Client Services Associate
Our client is looking for someone to join their team as a Client Services Associate to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines. This role also assists in the efficient running of the internal office and administration.
- Based in Leatherhead
- £22,000 - £25,000
- Hybrid (minimum 1 day in office)
- 5 hours per week
- Free Parking
- Flexible benefits package (see below for more information)
- Pension Contribution
- Assisting Clients within a helpdesk environment
- Responding to customer enquiries by phone and email within SLA’s
- Successfully handling and resolving customer queries and complaints
- Building relationships with key clients and internal employees
- Maintain client user manuals and documents as their requirements change.
- Identify and escalate priority issues to technical support and line manager
- Import of weekly/monthly HR files and running of data processes
- Export/Check/Send monthly Provider and Payroll files to strict deadlines
- Liaise with other teams as appropriate
- Testing client sites following change requests and annual renewals/upgrades
- Monitor the general email inbox and pass emails on to the relevant team/person where necessary
- Gather statistics to show the number of queries coming into the helpdesk and what the most common issues are
- Excellent written and verbal skills
- Adept in using all standard MS Office systems
- Strong team player
- Able to work under their own initiative
- Excellent attention to detail
- Based in Leatherhead
- £22,000 - £25,000
- Hybrid
- 5 hours per week
- Free Parking
- Holiday Entitlement of 23 days + 1 day per complete year of service to max of 28
- Birthday day off
- Cyclescheme – choose bike and/or cycling equipment up to £3000
- Techscheme – choose a voucher to buy goods Curry’s or Ikea
- Gymflex – discounted annual gym memberships
- Charitable Giving – donate to your preferred charity a regular contribution from £5 per month, or round your pennies from your net pay to donate to the charity of the year!
- opt to join or add family members to the private medical insurance scheme
- Pension with 3% employer contributions
- Holiday – buy or sell up to 5 days annual leave
- “MyActiveDiscounts” – get discounts on a range of wellness apps, products and services
- Life assurance 4 x salary
- Income protection 75% of salary
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
About Our Client
The client is a forward-thinking financial planning business based in the City of London. They offer telephone-based services to retail clients throughout the UK.
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