Client Services Administrator

Bradford, Yorkshire and the Humber £25000 - £28000 Annually Farr Associates Recruitment limited

Posted 9 days ago

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Job Description

permanent

Client Services Administrator

Private Health Insurance

Baildon

£25,000 - £28,000

HYBRID - 2 DAYS HOME WORKING

37.5 HOURS MON - FRI (FLIXIBLE START/FINISH TIMES)

An excellent salary is offered with super benefits, 25 days holiday plus banks, hybrid working, free on-site parking, gym membership, private healthcare and great pension.

Working closely with clients to deeply understand their needs, enabling you to develop solutions that are truly best-in-class. My client has the expertise required to solve even the most complex challenges. Their entrepreneurial approach promotes innovation, integrity and a constant focus on delivering the best solutions for their clients.

You will be providing an efficient service and support to the account managers, to a portfolio of clients in respect of their healthcare schemes.

The schemes will largely be experience rated schemes but may also include smaller age rated schemes.

As the Client Service Coordinator, you will be responsible for providing support, which will include regular Teams meetings with clients.

In a collaborative way you challenge wider processes to enable and drive improvements to service whilst ensuring compliance.

You build strong internal, client and provider relationships based on respect that develops and builds loyalty, retention and increased client benefit spend.

This is a great opportunity for someone looking to advance in the Insurance industry, if you enjoy building and maintaining internal relationships, supporting teams with demanding adminstrative tasks and managing customer relationships, this is most certainly the role for you.

If you thrive and enjoy the pressure that comes with working in a data responsible role and have superb administrative support experience for this super busy Client Services team.

They really need your strong Microsoft Excel skills as you will be assisting the sales and management teams with SLA reporting for over 60 customers nationally at any one time.

You need a great positive and professional attitude for this super team based in Baildon.

A confident Excel user is absolutely essential for this role as you will be solely responsible for recording activity with customers and producing analytical reports and stats.

Working well under pressure as you know comes hand in hand with this type of position, if you thrive working in a busy environment and react well to finding solutions for internal teams then I would really like to speak with you.

Managing client queries will be a key aprt if this role whilst assiatnign the account managers with all the relevant administrative support.

Ensuring renewal communications are issued to clients and provide assistance to consultants and clients .

Your Excel skills will be needed as youy will be required to analyse data and prepare client reports and support with tender and new business activities.

I look forward to hearing form you, thank you for applying.

Lisa

Farr Associates

Recruitment Specialist

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Client Services Administrator

Halifax, Yorkshire and the Humber YourCode - Award Winning IT & Digital Consultancy

Posted today

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Job Description

Client Services Administrator

Halifax (3 days on-site) | Hybrid Working | £25,000 (flexible DOE)


Are you a highly organised, people-focused administrator who thrives in a dynamic environment? Do you enjoy working at the heart of a team, ensuring smooth operations and exceptional customer experience? Then this might be the perfect opportunity for you.

I’m working with a progressive IT services business, to help them find a Client Services Administrator to support their busy operations team. This role offers a blend of customer support, internal coordination, and technical administration – ideal for someone who loves variety and working across teams.


The Role

You’ll be supporting both clients and internal teams by:

  • Logging and triaging client support tickets
  • Coordinating IT device logistics and build schedules
  • Updating CRM systems and documentation
  • Liaising with suppliers to fulfil client requests
  • Ensuring SLAs are met and customer satisfaction remains top-notch
  • Supporting compliance processes aligned to ISO standards


What You’ll Need

  • Previous experience in a customer-focused admin or coordinator role
  • Great attention to detail and multitasking skills
  • Confident communicator – written and verbal
  • Comfortable with systems like CRM platforms and Microsoft Office
  • A team player with a proactive approach


Why Join?

This is modern IT services company that thrives on innovation, flexibility, and collaboration. You’ll be joining a team that values:

  • Tenacity – Owning challenges and solutions
  • Listening – Digging deep to solve the right problems
  • Customer innovation – Helping clients see what’s possible
  • Positivity – Staying open to brilliant outcomes


This is a fantastic role for someone looking to develop in a supportive and future-focused environment.


The Offer:

  • £5,000 salary (negotiable based on experience)
  • Hybrid working – 3 days per week in their Halifax office
  • Supportive team environment
  • Opportunities to grow and expand your skillset


Client Services Administrator

Halifax (3 days on-site) | Hybrid Working | £2 000 (flexible DOE)

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Client Services Administrator

BD17 7AY West Yorkshire, Yorkshire and the Humber Farr Associates Recruitment Ltd

Posted 2 days ago

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Job Description

permanent

Client Services Administrator

Private Health Insurance

Baildon

£26,000 - £28,000

HYBRID - 2 DAYS HOME WORKING

37.5 HOURS MON - FRI (FLEXIBLE START/FINISH TIMES)

An excellent salary is offered with super benefits, 25 days holiday plus banks, hybrid working, free on-site parking, gym membership, private healthcare and great pension.

Working closely with clients to deeply understand their needs, enabling yo.


WHJS1_UKTJ

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Client Services Representative

Preston, North West Moneyfarm

Posted 20 days ago

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Job Description

Permanent

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

  • Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
  • Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
  • Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are looking for an experienced and proactive Customer Service Representative to join our team on a full-time basis, working 9am–6pm, Monday to Friday with the possibility of flexibility. This role requires a strong background in customer service and the confidence to take ownership of complex queries and internal support needs.

In this dynamic and varied position, you’ll play a key part in supporting both our in-office and remote teams by ensuring smooth day-to-day operations and delivering outstanding service to our clients. We’re looking for someone with proven seniority in previous customer-facing roles, someone who brings sound judgment, initiative, and a solutions-oriented mindset.

The ideal candidate is self-motivated, approachable, and thrives in a fast-paced, collaborative environment. You’ll serve as a main point of contact for customer and administrative support, helping to resolve inquiries efficiently and professionally while also contributing to service improvements and mentoring less experienced team members 

Key Responsibilities

  • Handle customer inquiries independently and collaboratively via multiple channels including email, phone calls, and live chat
  • Deliver exceptional customer service by addressing queries efficiently, empathetically, and professionally
  • Ensure all customer interactions are responded to in a timely and accurate manner
  • Maintain a positive, solutions-focused approach to support customer satisfaction and retention
  • Keep accurate records of customer interactions and follow up on outstanding issues when necessary
  • Work closely with team members and other departments to resolve complex queries and improve overall service quality

Requirements

Qualifications and Skills

  • Proven experience in a customer service role is essential, with a strong track record of handling inquiries across phone, email, and/or live chat
  • Strong organizational skills and the ability to manage time effectively in a fast-paced environment
  • Excellent verbal and written communication skills, with a customer-focused and empathetic approach
  • A proactive, solutions-oriented mindset with a “can-do” attitude
  • High attention to detail and the ability to multitask while maintaining quality and accuracy
  • Professional, approachable demeanor and a consistently positive attitude
  • Dependable, punctual, and committed to delivering high-quality service
  • Able to work independently while contributing effectively as part of a team
  • Discretion and an understanding of how to handle sensitive or confidential information appropriately
  • Minimum 2:1 degree

Benefits

    • Health Insurance, Wellness plan
    • Fee free investments on Moneyfarm platform
    • Incentive scheme
    • Career development opportunities
    • Training opportunities
    • Regular office social events
    • Happy and friendly culture!
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Client Services Associate

Manchester, North West Proxymity

Posted 21 days ago

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Job Description

Permanent

Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.

About Proxymity

Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions.

Proxymity’s service offering is now a Global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Melbourne.

The role:

Within this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements and escalating to management, when needed.

The Client Service Associate is responsible for client reporting including detailed MIS, and for prioritising queries and tasks according to volumes, complexity, sensitivity, and risk. This is an opportunity to join a growing FinTech community and contribute to a dynamic and supportive team.

Responsibilities will include:

  • Being the point of contact between the client and the business.
  • Work both independently and collaboratively to assist clients by responding to complex queries, which can be via phone, email, or other query means.
  • Establish a relationship with clients to build trust and foster positive collaboration.
  • Take accountability for issues worked on, in turn providing regular updates to both external and internal parties
  • Identify trends in queries raised; work with the client to educate or liaise with internal teams to close gaps.
  • Escalate risk issues promptly to managers.
  • Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes.
  • Work alongside other teams to ensure the successful execution of projects.

Requirements

  • Excellent communicator, who is able to maintain a professional manner.
  • Good concentration and organisational skills.
  • Previous experience within a Customer Service role in a similar field desired.
  • Experience of working in or with an operations team in the finance/proxy fields would be beneficial.
  • Excellent problem solver with the ability to work under pressure.

Benefits

  • Headspace subscription
  • Birthday off in addition to annual leave
  • Access to Absorb Learning
  • Improved family-friendly policies
  • Hybrid working scheme
  • Choose your tech
  • 2 duvet days a year
  • 1 volunteer day a year
  • 4-week sabbatical after 4 years at Proxymity
  • Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
  • Companywide parties twice a year
  • Team socials 
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Client Services Assistant

Manchester, North West £23400 annum First Intuition

Posted 592 days ago

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Job Description

Permanent

Job summary

First Intuition (FI) is a fast-growing Ofsted rated ‘outstanding’ provider of accountancy training and apprenticeships. Working at FI, you can look forward to great long-term career prospects, and the opportunity to participate in our company bonus and share schemes.

You will provide administrative support to several top employers across FIs client portfolio, supporting them with activity such as proactive course bookings, maintaining learner records, providing client reporting, answering queries and other related tasks. In this role you will work with external clients but also various teams across the business giving you the opportunity to build strong working relationships to help us to deliver high quality service. In addition, during our peak onboarding periods, you will provide support to our Apprenticeships Admissions Manager and Head of Client Services to ensure the accurate and timely onboarding of apprentices onto their apprenticeship programmes.

We offer a genuinely competitive salary (£23,400) with eligibility for an annual bonus. Plus, hybrid working (home based / in our Manchester centre) and rewards and benefits that are hard to beat - not least working in a supportive, friendly and growing culture where your own skills will be valued too, and your career goals will be nurtured. That’s priceless, and it’s one of the reasons we’re so successful.

If you want to share in our success… of course you do… and you feel you have the talent we’re looking for, then read on, and click now to complete our application form.

You probably want to know more about FI before you complete your application. Please check out our website here: and our Careers Page here: to find out about who we are, and learn about the fantastic benefits our employees enjoy.

As a Client Services Assistant at First Intuition, you will have the opportunity to.

  • Act as the first point of contact for enquiries from students and their employers relating to course administration and provide appropriate advice and guidance.
  • Maintain student and client records with course booking data, progress reporting and the documentation and implementation of changes to study pathways.
  • Support Client Relationship Managers with data collection, implementation of programme changes and sharing feedback/highlighting issues.
  • Collaborate with the Apprenticeships Admissions Manager and Client Relationship Managers to create apprenticeship programme planners and ensure their accuracy.
  • Work closely and actively with Head of Client Services, to ensure SLAs are met and provide the provision of consistent excellent service.
  • Ensure the accurate data entry of apprentice details and course bookings onto a variety of systems.
  • Draft various apprenticeships enrolment forms onto our enrolment system.
  • Track, chase and report on outstanding actions relating to the onboarding process.
  • Produce reports on student and client information.
  • Support additional work as required by management from time to time.

Requirements

Qualifications and Skills:

Essential:

  • Excellent attention to detail and accurate data entry processing skills.
  • Effective communicator with excellent interpersonal skills.
  • Analytical thinking.
  • Strong organisational and time management skills.
  • Ability to manage own workload and work under pressure during busy onboarding periods.
  • Computer literate.
  • Understanding of the accountancy sector
  • Understanding of Apprenticeships and the ESFA funding rules

Desirable:

  • Understanding of the accountancy sector
  • Understanding of Apprenticeships and the ESFA funding rules

Benefits

  • 25 days annual leave rising to 30 over 5 years’ service PLUS bank holidays
  • Flexible-working positive employer with a range of family-friendly policies
  • Employee Assistance Programme: 24-hour confidential access to counselling and support services
  • Competitive Pension
  • Private Medical Insurance
  • Company bonus and share scheme
  • Training and development opportunities
  • Long term career prospects in a growing company
  • Employee perks including a range of discounts to suit your lifestyle
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Customer Service Support

West Yorkshire, Yorkshire and the Humber £26000 - £28000 Annually Michael Page

Posted 9 days ago

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Job Description

contract

Michael Page are working in partnership with this reputable organisation to recruit for a Customer support position. The position involves delivering exceptional service to customers and ensuring their enquiries are resolved efficiently and professionally.

Client Details

Known for their commitment to providing high-quality products and ensuring excellent customer satisfaction.

Description

  • Actively assist Sector Managers with daily tasks, inquiries, quotations, and order management.
  • Ensure all relevant data is accurately recorded in the CRM system.
  • Prepare pricing, tenders, and quotations for their manufactured products, purchased products/services, and recommend alternative products and pricing compared to competitors.
  • Consistently follow up on quotations and update the CRM in coordination with the relevant Sector Manager.
  • Develop proficiency in product costing and pricing using the company price list.
  • Provide support and act as a deputy for Sector Managers during their absence.
  • Collaborate with Sector Managers on projects and help identify qualified leads for CRM entry.
  • Manage sales order processing by receiving and handling customer orders, coordinating with finance, production, and delivery teams to ensure timely, fully invoiced customer service.
  • Coordinate with Supply Chain for direct-to-site (DIR) product cost information.
  • Issue Purchase Orders for goods and transportation as required.
  • Work closely with department managers and team members to deliver outstanding customer service, identify opportunities for improvement, and resolve issues.
  • Adhere to the company's Quality Assurance procedures.
  • Facilitate effective communication across departments to maintain high levels of customer satisfaction.
  • Fully understand client needs, build strong relationships, and provide excellent customer support.
  • Report and resolve any problems or complaints promptly.
  • Understand team roles and provide cover when necessary.
  • Coordinate with third-party logistics providers to ensure on-time, complete deliveries to sites.
  • Generate Certificates of Conformity as per company protocols when needed.
  • Ensure Proof of Delivery (POD) documents are logged and stored according to company procedures.
  • Maintain the warehouse schedule for incoming goods and outbound shipments.
  • Prepare export documentation, including commercial invoices, packing lists, and any other required paperwork.

Profile

A successful Customer Support professional should have:

  • Previous experience in a similar role.
  • Strong knowledge of export/supply chain.
  • Strong communication and interpersonal skills.
  • Proficiency in using customer relationship management (CRM) systems or similar tools.
  • Problem-solving abilities and a customer-focused mindset.
  • Attention to detail and organisational skills.
  • Ability to work independently and as part of a team.
  • Flexibility to adapt to changing priorities and workloads.

Job Offer

  • Competitive salary of approximately 26,000 to 28,000 per annum.
  • Supportive work environment.
  • On site parking
  • 24 days annual leave
  • Benefits package
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Customer Service Support

HD9 Lydgate, Yorkshire and the Humber Michael Page

Posted 2 days ago

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Job Description

contract

Michael Page are working in partnership with this reputable organisation to recruit for a Customer support position. The position involves delivering exceptional service to customers and ensuring their enquiries are resolved efficiently and professionally.

Client Details

Known for their commitment to providing high-quality products and ensuring excellent customer satisfaction.

Description

  • Actively assist Sector Managers with daily tasks, inquiries, quotations, and order management.
  • Ensure all relevant data is accurately recorded in the CRM system.
  • Prepare pricing, tenders, and quotations for their manufactured products, purchased products/services, and recommend alternative products and pricing compared to competitors.
  • Consistently follow up on quotations and update the CRM in coordination with the relevant Sector Manager.
  • Develop proficiency in product costing and pricing using the company price list.
  • Provide support and act as a deputy for Sector Managers during their absence.
  • Collaborate with Sector Managers on projects and help identify qualified leads for CRM entry.
  • Manage sales order processing by receiving and handling customer orders, coordinating with finance, production, and delivery teams to ensure timely, fully invoiced customer service.
  • Coordinate with Supply Chain for direct-to-site (DIR) product cost information.
  • Issue Purchase Orders for goods and transportation as required.
  • Work closely with department managers and team members to deliver outstanding customer service, identify opportunities for improvement, and resolve issues.
  • Adhere to the company's Quality Assurance procedures.
  • Facilitate effective communication across departments to maintain high levels of customer satisfaction.
  • Fully understand client needs, build strong relationships, and provide excellent customer support.
  • Report and resolve any problems or complaints promptly.
  • Understand team roles and provide cover when necessary.
  • Coordinate with third-party logistics providers to ensure on-time, complete deliveries to sites.
  • Generate Certificates of Conformity as per company protocols when needed.
  • Ensure Proof of Delivery (POD) documents are logged and stored according to company procedures.
  • Maintain the warehouse schedule for incoming goods and outbound shipments.
  • Prepare export documentation, including commercial invoices, packing lists, and any other required paperwork.

Profile

A successful Customer Support professional should have:

  • Previous experience in a similar role.
  • Strong knowledge of export/supply chain.
  • Strong communication and interpersonal skills.
  • Proficiency in using customer relationship management (CRM) systems or similar tools.
  • Problem-solving abilities and a customer-focused mindset.
  • Attention to detail and organisational skills.
  • Ability to work independently and as part of a team.
  • Flexibility to adapt to changing priorities and workloads.

Job Offer

  • Competitive salary of approximately 26,000 to 28,000 per annum.
  • Supportive work environment.
  • On site parking
  • 24 days annual leave
  • Benefits package
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IT Customer Support

Greater Manchester, North West £14 Hourly Brook Street

Posted 7 days ago

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Job Description

temporary


Home Office DDaT - Junior Service Desk Analyst

Job Description
Junior Service Desk Analyst
Location: Salford - Soapworks
Hybrid - 60 - 40 - 3 days in the office
Hourly rate: 13.85 (Shift enhancement 12%-15% to be confirmed and depending on scheduling)
Working Days/Hours: Shift work, listed below

Brook Street in partnership with the Home Office has a fantastic opportunity to join their team as an Junior Service Desk Analyst.

The IT Service Desk is a 24/7 service, including public holidays. Whilst individual circumstances will be taken into account, there will be a commitment to working shifts overnight and at weekends on a rota basis. An appropriate allowance will be paid according to the extent of your commitment.

  • Workers will be asked to work 1 of 4 shift patterns on a rota basis.
  • Hours include both days and nights on a 4 on 4 off pattern, working 1-2 weekend days per month.
  • Rotas will be set 4 weeks in advance.
  • As the team need to cover 24/7 support, rotas will include work on weekends and bank holidays.



List the duties/ responsibilities:

You will be responsible for delivering high quality, customer focused 1st line support to users across the Home Office estate and will play a key role in the provision of IT service support at the Home Office, contributing to the delivery of high quality consistent incident, problem and request fulfilment management processes across the estate.

  • First point of contact for Home Office users supporting incident and problem resolution activities, engaging with other DDaT teams and / or suppliers as required
  • Providing high quality first-line support for all user support queries, requests and incidents, in line with incident and request fulfilment management processes and procedures
  • Supporting effective management of issues and queries raised through calls, emails, self-service, web chat, face-to-face, and supporting the resulting incidents or service requests, using agreed incident management and request fulfilment processes
  • Providing stakeholders with updates on the status of technical incident, service requests and problems
  • engaging with other DDaT teams and / or suppliers as required.



Skills and Experience Required for the Role

  • Broad knowledge and understanding of IT concepts and technologies.
  • Good communication and interpersonal skills, with an ability to communicate effectively and professionally
  • Ability to work as part of a team and to engage effectively with users, third parties and suppliers, escalating where you judge appropriate.
  • Good analytical and problem-solving skills
  • Strong sense of ownership and drive to follow tasks through to completion
  • Customer-focused



Training:
4-6 weeks training will be provided. No holiday during training period.

Clearance level (to be applied for by Brook Street upon a successful application):
BPSS plus SC and NPPV3

Role specific requirements:

You must hold a valid passport and must have lived in the UK for longer than 3 years. Please note that period of 6 months or longer spent outside of the UK in the last 3 years will unfortunately not be accepted. This role requires security clearance that will be processed for you, if successful.

Brook Street are proud to support the Armed Forces Covenant and as such, we guarantee to interview all candidates who are veterans or spouses/partners of military personnel, and who meet all the essential criteria for the vacancy.
As a Disability Confident Leader, and holder of the Gold Award status from the Defence Employer Recognition Scheme, Brook Street, as a supplier to the Public Sector Resourcing Framework (PSR), will offer you a guaranteed interview with a PSR Sourcer.
Should you identify as a candidate with a disability and/or as a veteran or spouse/partner of military personnel and meet all the essential criteria for the role, we encourage you to reach out to us via the Brook Street website. Here you will find a link to register your interest and state the role that you are interested in. We are committed to engaging with you.
In cases where we have a high volume of ex-military candidates/military spouses/partners, who meet all of the essential criteria, Brook Street will interview the best candidates from within that group.

Brook Street is proud to support the Armed Forces Covenant and as such, we guarantee to interview all candidates who are veterans or spouses/partners of military personnel, and who meet all the essential criteria for the vacancy.

As a Disability Confident Leader, and holder of the Gold Award status from the Defence Employer Recognition Scheme, Brook Street, as a supplier to the Public Sector Resourcing Framework (PSR), will offer you a guaranteed interview with a PSR Sourcer.

Should you identify as a candidate with a disability and/or as a veteran or spouse/partner of military personnel and meet all the essential criteria for the role, we encourage you to reach out to us via the Brook Street website. Here you will find a link to register your interest and state the role that you are interested in. We are committed to engaging with you.

In cases where we have a high volume of ex-military candidates/military spouses/partners, who meet all of the essential criteria, Brook Street will interview the best candidates from within that group.

This advertiser has chosen not to accept applicants from your region.

Administrator/Customer Support

West Yorkshire, Yorkshire and the Humber £12 - £14 Hourly E&M Talent Partners Ltd

Posted 9 days ago

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Job Description

permanent

E & M Talent Partners are delighted to be supporting a key partner based in Leeds who are looking to appoint an experienced administrator to jointheir busy team.

The role will be done on a temp to perm basis.

Youmust be available to start immediately or on no more than 1 week notice period.

Hours are Monday to Friday 8am until 5.00pm on site.

Duties will include:

- Handling customer calls and emails

- follow up and provide quotes

- process orders

- respond to emails

- work closely with the sales teams

you will need to have had previous experience in office based role before and be comfortable speaking with people over the phone.

please apply now for an immediate call back

This advertiser has chosen not to accept applicants from your region.
 

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