A d m i n i s t r a t i o n A s s i s t a n t - C a l l s / E m a i l s - R e m o t e W o r k i n g
£26.5k - £28.5k per annumFull-time
Client Services Executive- Calls/Emails/Admin
£26,500- £28,500
Monday- Friday 9am- 5pm
REMOTE- Training based in Leicester
KEY RESPONSIBILITIES:
Client Communication & Support
- Act as a primary point of contact for clients
- Support clients via phone and email to complete questionnaires accurately
- Conduct review calls with clients to confirm details and clarify responses
- Liaise with solicitors to provide updates and resolve queries
Calculations & Review
- Review completed questionnaires for accuracy and completeness
- Identify inconsistencies or missing information and resolve these with clients
- Apply rules and guidance to determine the correct tax treatment
- Clearly document calculation decisions and reasoning
Quality & Collaboration
- Escalate technical or unclear points appropriately using internal guidance
- Participate in four-eyes checks on returns as part of quality control
- Support the submissions team during high-volume periods where required
- Ensure clean handover of matters to the submissions team
Administration & Reporting
Maintain accurate records within Compass systems
Log client interactions and calls accurately
Support internal reporting and audits as required
Essential Skills & Qualities
- Strong communication skills, particularly by phone
- High attention to detail and accuracy
- Confident handling client queries in a professional manner
- Ability to follow structured guidance and escalate when unsure
- Comfortable working with digital systems and case management tools
- Ability to manage multiple matters concurrently
Nice-to-Have Skills
- Experience in property, legal, or financial services
- Familiarity conveyancing processes
- Previous client-facing or call-based experience
Vacancy posted more than 2 months ago
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