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- Provide outstanding customer service and treat customers fairly.
- Maintain accurate client and compliance records in line with business standards.
- Identify and initiate cross-selling opportunities for new and existing customers.
- Efficiently process and dispatch sales documentation, handle customer instructions, and produce high-quality correspondence.
- Contribute to the effective and efficient running of the business, managing correspondence, processing sales, and maintaining customer relationships.
- Maintain up-to-date knowledge of business products and your specific role competencies.
- Ensure compliant customer money collection procedures.
- Administer financial processing operations, ensuring efficient and compliant procedures are maintained.
- Assist the business with administration tasks and cover other roles as needed to ensure smooth operations.
- Oversee contract renewals in line with all current processes and requirements.
- Booking and coordinating appointments.
- Where required, support senior stakeholders when conducting customer visits and entering customer information into the system following reviews.
- Excellent written and verbal communication skills.
- Strong ability to solve problems, use initiative, and exercise judgement.
- Demonstrate honesty, integrity, due skill, care, and diligence at all times.
- Proficient in Microsoft Office packages and generally system savvy.
- Possess effective relationship building skills.
- Be able Possess excellent sales and customer service skills.
