Job Description

To maintain and develop effective relationships with new and existing clients and identify their need for our services whilst delivering high standards of customer service.
Main Duties and Responsibilities

• Delivering outstanding customer service at all times
• Working with the rest of the business to deliver its core purpose and cultural values
• Achieving and exceeding individual business targets
• Mentoring and training new starters within the team
• Building effective relationships with our partner practices
• Contacting our current and potential clients to ensure we have their correct client information and identify whether they require our services
• Build relationships with clients
• Book appointments into legal advisors diaries
• Handling incoming calls from existing and new clients
• Updating/maintaining databases accurately
• Following standard Right Will processes when booking appointments

Required Knowledge, Skills, and Abilities

Excellent attention to detail. Motivated. Excellent organization. Good use of Microsoft Word and Excel. Fully aware of the Right Will process. Strong and natural communicator. Professional personal presentation. Initiative. Reliability. Flexible and driven to achieve & exceed targets and KPI's. Building effective relationships over the phone and in person with clients and colleagues. Excellent customer service/care. Enthusiastic.