Customer Service Adviser

Customer Service Adviser Job Description Template

Our company is looking for a Customer Service Adviser to join our team.


  • Order certificates from registry offices and consolidate the expenses;
  • Providing a consistent and helpful point of contact;
  • To raise invoices in accordance with the file and agreed process;
  • Receive, distribute and record post, data entry and filing;
  • To use a range of software applications (Word/Excel/ Outlook) to record work and liaise with referral companies and other involved parties;
  • Helping out on the shop floor when needed;
  • Receive and act upon patient ring back calls, activating the order and delivery sequence;
  • General administration tasks as and when required;
  • Engage with customers via telephone, mail and emails;
  • Keep updated records using the in house database;
  • Developing client relationships;
  • Taking orders and inputting onto their SAP system;
  • Assist, review and assess claims for potential clients who may have a claim for flight delay compensation;
  • Acting as a point of contact between associated parties, customers and patients ensuring information is disseminated to all;
  • Dealing with product add-ons / cancellations.


  • Managing and forging excellent relationships within a designated portfolio of accounts;
  • Monitoring and championing outstanding orders through the business;
  • Dealing with customer calls, emails ensuring a first class service is maintained;
  • Account Set Up;
  • Liaising with projects team to ensure development activities for customers to meet agreed time scales;
  • Willingness to learn new skills;
  • Effective communication skills, both written and verbal (to include effective telephony skills);
  • The ability to communicate and build rapport with people at all levels;
  • Effective time management skills and attention to detail;
  • Keen eye for detail;
  • To be able to work independently through own initiative as well as being an effective member of a team;
  • Excellent customer service skills;
  • Able to demonstrate flexibility and adaptability at all times;
  • Organised and methodical;
  • Good IT skills, knowledge of MS Word, MS Excel and Outlook.