Client Service Executive
Our client is looking for a proactive and customer‑focused Client Service Executive to join their friendly, ambitious and growing team.
You will be the first point of contact for client/customer queries via their service desk and telephone support line, while maintaining accurate and up‑to‑date information on their CRM systems. You will also play a key role in onboarding and training new customers, facilitate product enquiries, and support light account management activities in close collaboration with the wider Commercial team.
Salary: £30,000 – £35,000 (DOE)
Location: Leatherhead
Hours: Monday to Friday, 9.00 am – 5.30 pm
Working mode: Hybrid (3 days office)
Benefits: Free parking, 25 days holiday, excellent company benefits
Key Responsibilities
- Deliver excellent customer service and build strong, positive relationships with clients.
- Manage, action and monitor incoming customer queries via phone and email through their service desk.
- Work effectively within a collaborative team environment.
- Support the sales team by developing account insights and sharing relevant intelligence.
- Identify and qualify opportunities or leads to pass to the sales team.
- Support reporting on sales activity, including pipeline updates and new prospect tracking.
- Onboard new customers and deliver training on products and services.
- Create, update and maintain customer support materials and documentation.
- Assist with internal and external audits relating to the team.
- Collaborate with Sales and Marketing to optimise service efficiency and strengthen customer relationships.
- Monitor and report on KPIs.
- Support the development and documentation of processes.
Aptitude, Skills & Abilities
- Strong client facing and presenting skills.
- Ability to demonstrate products to customers.
- Proficient in Outlook and MS Office.
- Presentation skills: able to convey a point in a clear and effective way while delivering in a professional yet warm and personable style.
- Comfortable managing multiple customer enquiries at once and prioritising effectively.
- Strong follow‑through to ensure customer issues are fully resolved.
- Ability to learn new systems and processes quickly.
Personal Attributes / Disposition
- Communication skills: excellent verbal, written and interpersonal.
- Results orientation: you are a person who likes to complete a project on time and done well.
- Teamwork: able to work effectively with others in a group and participate in new ideas generation.
- Approachable and friendly style when engaging with customers.
- Takes ownership of tasks and sees things through to completion.
- Open to feedback and willing to adapt based on team or customer needs.
- Shows initiative and suggests improvements when spotting inefficiencies.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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