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Our client, a leading probate administration company, are looking to recruit a Case Handler. Your role will be to complete the estate administration process for the more a number of those cases. You will be responsible for the file through the entire process and will need to ensure that every account has been closed, all monies due to and from the estate have been paid and all issues have been dealt with in a professional manner. Every file that is allocated to you will also have an Account Manager, who will be the primary point of contact for the client. You will need to work alongside the Account Manager to prepare update letters for the client, informing them of the progress that is being made with the estate. Once the accounts have been closed you will pass the file across to the compliance team, who will audit the file and send out the estate accounts. You will need to ensure that the correct documentary evidence is requested and obtained in relation to the account closures, otherwise the file will be rejected by the compliance team, and you will be required to rectify the issues. Your responsibilities broken down but not limited to are: Chase up all outstanding organisations. Close all accounts down. Liaise with third parties such as estate agents and conveyancers. Prepare update letters to clients to be sent by the Account Manager. Put forward any necessary payments so that the liabilities of the estate are settled. Ensure the necessary documentary evidence is obtained and available to be sent with the estate accounts. Keep files updated and organised. Use the online case management system fully to ensure that all information/documentation is uploaded to the case and that you are checking the information put there by others before any action is taken. Use initiative to ensure that any issues are resolved and matters are moved forward. Skills Required Full training will be provided but you need to well-organised, friendly, polite, and have vast administration experience. You will have the ability to deal with a variety of clients. You must be self-motivated with excellent computer skills and have polished communication skills. You must be able to work under pressure. Teamwork is also essential to succeeding in this role. Salary and Working Hours The hours are Monday- Friday 9am to 5pm. 20 days annual leave plus bank holidays. 20 wellness hours a year. Company events. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability. Job Type: Full-time
Client Advisor Based in their modern and spacious UK Head Office - Swindon Office Based (5 days in the office) - Free Parking About The Role We are excited to be recruiting for a Client Advisor to work for a forward-thinkingtechnology business within the property sector. Sitting within the client services department, the Client Advisor will handle all client and Specific supplier (partner) incoming and outgoing communication. Working as part of a fast-paced Client Services team, the Client Advisor will have responsibility for answering customer enquiries and resolving customer issues both electronically and verbally. You will also be responsible for ensuring that customers are served in a courteous, friendly and timely manner, monitoring personal workloads throughout the day to ensure the service levels and KPIs are met in line with company standards You'll be Involved In: To handle and complete tasks allocated via the organisation software. To be pro-active in resolving queries. Answer all incoming client enquiries via any media (Phone, email etc.), accurately and promptly (to current SLA/KPI). To attend and contribute to department /team meetings. Ensure complaints are documented, handled and escalated in accordance with current Client Services procedures and Non-Conformance procedures. To be successful in this role, you will need to have: Understanding of the value of costumer service to an organisation Excellent computer skills with knowledge of Microsoft Office (Excel, Outlook, Word, and PowerPoint). Understanding of relationship building at all levels. A proven competency in communication skills (including written and verbal) with both external and internal contacts. Ability to work without supervision. Accuracy, attention detail. A flexible / adaptable approach being able to move from one task to another easily but maintaining accuracy. The ability to address challenges and find solutions. The ability to manage in a fast-paced and changing environment. The client advisor will have to complete and show competency in at least 70% of the knowledge/skill training matrix when in role. Benefits: Discretionary Company bonus scheme (up to 10%) 25 days holiday a year in addition to the statutory bank holidays. (Plus, additional holiday for length of service after 5, 10, 15 years etc). Pension , is subject to auto-enrolment, upon day one of joining the organisation. Employer tomake a monthly contribution of 5% (personal contributions 5%) Private Healthcare after 1 years' service. Flexibility to add partners or dependents at an additional cost. Membership of the Group Life Policy (Death in Service) at 4 x basic salary. Next Steps: After receiving your up-to-date CV and being shortlisted, you will be contacted by one of our experienced recruitment team. Following your call with the recruitment team, should you be successful, you will be invited to attend an interview.