As a Customer Service Representative, you will work closely with customers, the Sales Team and administrators, to manage relationships and retain new and existing business orders. Your responsibilities will include: Building and maintaining relationships with clients and key Company personnel. Escalating and resolving areas of concern as raised by clients. Dealing with all cooling-off and production cancellations. Flagging potential complaint issues early. Ensuring that enquiries and/or issues raised through our social media presence are dealt with in a timely and professional manner. Assisting office staff in maintaining our internal CRM system and reporting files. Liaising with internal departments to ensure client needs are fulfilled effectively. Feedback resolution with clear information logged in the CRM system. Working closely with Case Coordinators/Administrators and Sales Consultants. Ensuring that all duties are carried out in line with all Company policies, procedures and requirements. Conducting business reviews to ensure clients are satisfied with their products and services. Any other duties as required. Qualifications and Education Estate Planning Knowledge an advantage but not essential. Proficient in Microsoft Word, Excel and Outlook. Preferred Skills/Competencies Previous experience working as a client customer service representative or a track record of managing client relationships. Organisation skills to manage your diary, a high volume of work and short deadlines. Confidence to manage challenging situations and finding solutions to problems. Business and customer-oriented team player. High-level management reporting.