At a Glance
- Tasks: Guide clients through the quote process and ensure a top-notch experience.
- Company: A growing firm focused on excellent client experiences and modern tech.
- Benefits: Competitive salary, 28 days annual leave, and bonus opportunities.
- Other info: Full training provided; dynamic office environment in Bristol.
- Why this job: Be the first point of contact and make a real difference for clients.
- Qualifications: Warm, confident communicator with previous phone-based experience.
The predicted salary is between 28170 - 34430 £ per year.
The Company Our client is a growing firm built on the foundations of excellent client experience and modern technology.
As demand for their services continues to increase, they are investing in new talent to help drive future success.
The Role On behalf of our client, we are seeking a Client Advisor.
In this role you will play a pivotal part in guiding clients through the quote process and ensuring they receive a best-in-class experience.
You will act as the first point of contact for prospective clients, building trust and confidence while helping them move forward with their quote.
This role reports to the Sales Manager.
Responsibilities will include Handle inbound and outbound calls with prospective clients who have requested a quote, answering questions and guiding them through next steps.
Actively listen to understand client needs and clearly explain the conveyancing process.
Monitor and respond to incoming enquiries via email and phone.
Manage daily tasks effectively to meet individual KPIs and targets.
Keep CRM prospect and quote data accurate and up to date.
Maintain accurate and compliant notes in line with GDPR requirements.
Deliver a high standard of service and respond to client queries within agreed Service Level Agreement timeframes.
Demonstrate understanding of client needs and preferences.
Follow through on commitments to ensure client satisfaction.
Build rapport quickly and communicate confidently to engage clients and support conversion targets.
Maintain an up-to-date understanding of products, services, and value proposition.
Assist with marketing activity as required.
Provide support and cover for team members and undertake general administration tasks on an ad hoc basis.
The Person The ideal candidate is warm, confident, and personable with excellent telephone manner and communication skills.
Confident, articulate communicator, comfortable spending the majority of the day on the phone.
Previous telephone-based experience essential - call centre, customer service, or client-facing phone roles all considered.
Naturally builds rapport and puts people at ease over the phone.
Highly organised, with the ability to manage multiple enquiries and keep accurate records (CRM experience helpful but not essential).
Resilient and target-driven, comfortable working towards KPIs.
No sales experience required - full training on the conveyancing process and quote conversion will be provided.
- The Salary £25-30,000 with bonus The Hours Full-time Monday
- Friday 9am
- 5.30pm The Location 100% Office based in Bristol The Benefits 28 days annual leave plus
Client Consultant in London employer: Alexander Mae (Bristol) Ltd
At Alexander Mae (Bristol) Ltd, we pride ourselves on being an excellent employer that fosters a supportive and collaborative work culture. Our commitment to employee growth is evident through ongoing training and development opportunities, ensuring that our team members thrive in their roles. Located in the vibrant city of Bristol, we offer a dynamic environment where your contributions are valued, making this a truly rewarding place to advance your career in financial services.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment Team
