The Role
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Role |
Client Services Officer |
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Salary |
£25,000 |
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Hours |
37 |
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Location |
Bradford Offices |
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Reporting to |
Client Services Team Leader |
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Bradford and Airedale Citizens Advice & Law Centre are a leading provider of legal advice and information, supporting thousands of clients every year. We are a busy, client focused and dynamic service with a track record of delivering high quality advice. This is a central role within the organisation. As a Client Services Officer, you will be friendly and welcoming. You will be the first point of contact for clients, and external stakeholders accessing the service via any channel (face to face, telephone and digital). This can be a challenging but rewarding role with plenty of contact with our clients, volunteers and paid staff. Our Client Services Officer team play a crucial role in the day to day running of our service. You will provide cover for our busy reception area, support clients who attend our drop-in sessions and process referrals which are received into the service. The post holder will be able to manage a demanding and varied workload, demonstrate confidence, flexibility and an overall can-do approach to tasks.
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Role Profile
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Key accountabilities |
Key elements & tasks |
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Service Delivery |
Provide a professional and welcoming reception-based service across all entry channels into the service, taking appropriate messages and processing clients as required |
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Clearly explain our service delivery processes, support the timely flow of clients to advisers and manage waiting time expectations |
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Ensure ‘capture sheets’ are given to all clients attending drop-in, providing support to ensure accurate completion as required |
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Provide accurate and timely data into databases and case management systems |
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Provide clients with information, leaflets and self-help packs, as appropriate |
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Signposting clients when required, to other organisations that are more appropriate to advise and support the client |
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Assist with the appearance and upkeep of services by keeping reception/ waiting areas tidy, leaflets & information well-stocked and equipment operational (reporting any issues promptly) |
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Maintain confidentiality at all times, in line with statutory requirements and office policies |
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To develop and maintain broad oversight and practical knowledge base of services provided by Bradford and Airedale CALC |
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Administrative Support |
Undertake administrative tasks and functions, as required, to ensure the smooth running of our services |
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Take responsibility for ensuring data is inputted correctly |
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Performing administrative duties such as photocopying, scanning, etc. as required |
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Open, record and distribute incoming post, and prepare outgoing mail for dispatch and log all outgoing mail. |
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Ensure all referrals received into the service via any channel are responded to and processed accurately in a timely manner |
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Organising receipt of client paperwork and making sure it is complete before forwarding to our team of frontline advisers/assessors. |
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Maintain stocks of stationery, leaflets and posters, and order from suppliers |
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Maintain online and other electronic appointment diaries |
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Teamwork |
Develop, and maintain, good team working relationships and communication between colleagues of all levels (paid and unpaid), both internally and externally |
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Work flexibly across the service, ensuring the evolving needs of the service are met |
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Service Development |
To assist with the development of the service locally, regionally and nationally, publicising work as and when necessary |
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Work with colleagues to maintain a positive working and learning environment, in which equality and diversity are well managed, dignity at work is upheld and volunteers achieve their full potential |
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Carry out other tasks within the scope of the post to ensure the effective delivery and development of the role |
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Training |
Proactively identify your own training needs in conjunction with your designated supervisor and be prepared to undertake required/ mandatory training |
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Other duties and responsibilities |
Liaise, as appropriate, with relevant outside agencies (voluntary and statutory), other Local Citizens Advice offices and other stakeholders |
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Be an active member of the wider team, acting and support colleagues in a collaborative way |
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To present a professional appearance, help maintain an orderly working environment, and act at all times to uphold the good reputation of Citizens Advice |
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To comply with all published organisational policies and procedures |
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Work flexibly to undertake such other reasonable duties and responsibilities |
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Provide overall administrative support on various projects, responding to change and developments as required |
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Assist with ensuring there are appropriate resources available to ensure advice delivery systems and mechanisms are effective |
- Please note that this job description does not constitute a ‘term and condition of employment’. It is provided only as a guide to assist an individual in the performance of the job and is not included to be an inflexible list of tasks.
- The Citizens Advice Service is a fast-moving organisation and therefore an employee’s duties may be varied from time to time. The post holder accepts that they may be required to work flexibly and undertake any other work or duties as may reasonably be required, within the scope of and commensurate to the nature of the post.
Person Specification
(all criteria are essential unless otherwise indicated)
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Experience (through paid or voluntary work) |
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Minimum 1 years experience full time or part time equivalent of administrative work |
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Previous administrative experience in the areas of Housing, Immigration or Welfare Benefits (desirable) |
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Experience of working within an advice and information organisation within the third/ charity sector (desirable) |
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Experience of engaging with clients across a range of channels |
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Experience of flexible working, according to business need, while balancing multiple priorities and managing a high workload |
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Previous experience of Legal Aid work including billing (desirable) |
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Experience of communicating effectively, both orally and in writing, with a wide range of people |
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Experience of accurately drafting letters and reports and presenting work in a clear layout |
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Experience of working towards targets |
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Knowledge and Understanding |
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Demonstrable understanding and awareness of the relationship between Housing and other areas of Social Welfare Law (desirable) |
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Demonstrable understanding of funder requirements |
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Literate and numerate to the level required by the tasks |
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A thorough understanding of professional boundaries and the issues surrounding confidentiality, data protection and information assurance |
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Qualifications and Training |
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A commitment to continuous professional development, including a willingness to develop knowledge and skills in required areas |
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A Legal Secretary qualification (e.g., from ILSPA or CILEx).(desirable) |
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Skills and Abilities |
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Have a high accurate typing speed and have experience of typing up dictated case notes. |
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Ability to work on own initiative, proactively manage a varied workload, ensuring deadlines are met |
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Ability to contribute as a member of the team but also work on own initiative and without close supervision |
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Effective written and verbal communication skills, including the ability to deal appropriately with a range of people via face-to-face, telephone and digital communication methods |
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Typing speed of 65 wpm or above |
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Excellent verbal, written & numerical skills |
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Willingness and ability to commit to a rota within the required service delivery hours. |
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Additional Factors |
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Ability and willingness to work as part of a team and a commitment to collective team responsibility |
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Understanding of, and commitment to, the aims and principles of the Citizens Advice service in which equality and diversity is embedded throughout |
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Proven ability to use cloud-based systems and IT packages, including, word processing, spreadsheets and email (maintain one or more electronic diary/diaries), and the ability to use or learn to use other packages as necessary |
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Knowledge of community languages would be an asset with emphasis on Urdu/ Punjabi/Arabic /French/Kurdish. (desirable) |
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Awareness that Citizens Advice clients are at the heart of everything we do |
We wish you every success in your application and thank you for taking the time to consider joining us.
Client Services Officer in Bradford employer: Bradford Citizens Advice Bureau
Bradford Citizens Advice Bureau is an exceptional employer that prioritises the well-being and development of its staff. With a supportive work culture that fosters teamwork and collaboration, employees are encouraged to grow through continuous training and professional development opportunities. Located in Bradford, the bureau offers a meaningful career path where you can make a real difference in the community while enjoying a healthy work-life balance.
Contact Details:
Bradford Citizens Advice Bureau Recruitment Team