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Main Purpose of Role
As a Client Services Administrator, you will serve as the central hub for client communication and administrative support. This role is pivotal in ensuring smooth operational delivery, exceptional customer service, and effective collaboration across teams. By managing key processes, resolving queries, and driving efficiency, you will contribute to the company’s reputation for excellence and its commitment to delivering high-quality outcomes.
Role Purpose:
To provide outstanding administrative and operational support, ensuring client needs are met with precision and professionalism while enabling efficient project execution.
Accountability
Client Engagement & Communication
1. Act as the primary point of contact for client enquiries through email, phone, and portals, ensuring prompt and professional responses.
2. Maintain regular communication with clients to provide updates, manage expectations, and address queries or concerns.
3. Handle client feedback and escalate issues to relevant stakeholders when necessary.
4. Regularly update and manage client portals to ensure accuracy and compliance.
Administrative Support
1. Manage the shared inbox, triaging emails to ensure timely action.
2. Support the Estimating Team by creating tenders and preparing quotes for potential works.
3. Maintain comprehensive records in the CRM system (e.g., ICE), ensuring all client and project data is accurate and up-to-date.
4. Collaborate with team members to prepare and submit reports, work permits, and risk assessments.
5. Assist with the maintenance of "The Bible," a document containing critical processes and team information.
Order & Invoice Management
1. Process and validate Purchase Orders (POs) from clients and suppliers, ensuring alignment with work specifications.
2. Investigate and resolve invoice rejections in collaboration with the Finance team.
3. Raise Purchase Orders for materials and services as required.
Data & Process Management
1. Maintain and update operational systems, including project timelines, costs, and status updates.
2. Collate and manage visual documentation (e.g., photographs) for work requests and completed projects.
3. Ensure process compliance by monitoring adherence to company and client governance procedures.
Continuous Improvement
1. Identify opportunities for process enhancement and work with the team to implement improvements.
2. Proactively monitor project progress, providing suggestions to optimise efficiency and quality.
Essential Knowledge and Skills:
1. Proven experience in an administrative or client-facing role.
2. Proficiency with CRM systems and maintaining accurate records.
3. Strong organisational skills, with the ability to manage multiple priorities and deadlines effectively.
4. Experience in handling Purchase Orders, Tenders, and Quote preparation.
5. Proficient in Microsoft Office Suite (Word, Excel, Outlook).
6. Exceptional attention to detail and accuracy in all tasks.
Desirable Knowledge and Skills:
1. Strong problem-solving abilities, with a proactive approach to resolving issues.
2. Experience in process improvement initiatives to enhance operational efficiency.
3. Familiarity with project management tools or systems.
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