Client Support Consultant / Customer Service Executive – Professional Services
Salary: £27,500 – £32,500 + OTE
Location: Hybrid – a minimum of 3 days in our client’s Bristol office
Hours: 37.5 per week, Monday – Friday
Start Date: Flexible
Do you have experience in probate sales with a passion for delivering a positive customer experience? Are you proactive in your approach to work with a desire to achieve your goals? If so, then our client may have a great opportunity for you!
They are looking for a Client Support Consultant to join their sales team.
About Our Client
Our client understands that dealing with a loved one’s estate can be overwhelming and emotionally taxing. Their mission is to ease this burden by providing a supportive, seamless experience from start to finish.
As probate experts, they offer compassionate solutions to the complexities of bereavement, allowing families to focus on honouring their loved one’s memory.
What You’ll Be Doing
As a Client Support Consultant, you will be the first person a client speaks to. You will engage in an empathetic and personal way to support clients through their probate query and identify opportunities to quote for our client’s services. A strong customer service, yet sales focused approach you will work with the client and wider probate team to ensure a smooth and seamless client journey from sales to operations.
This is a great opportunity for anyone with customer service and/or sales experience. They can offer you excellent training and support to develop your career.
Duties Include:
- Manage inbound leads and enquiries from clients.
- Provide initial probate information and guidance to help clients understand the probate process.
- Take responsibility for clients after contract signature to ensure a smooth and efficient handover to service delivery.
- Provide excellent end-to-end customer service through a consultative sales approach.
- Meeting and exceed sales and performance targets.
- Identifying opportunities to upsell/cross-sell services.
- Meet and exceed sales and performance targets.
The Ideal Candidate
They understand you may not have all of the skills or experience below, and they will encourage you to apply if you have some of the below:
- Effective communication skills.
- A minimum of one years’ experience in a professional services sales or customer service-based role.
- Previous experience in a guided but unscripted environment.
- Experience with inbound / outbound calls.
- Lead management.
- Demonstrable client service and administration skills.
What Our Client Can Offer You:
- 25 days plus bank holidays, increasing annually to 30.
- Long service leave reward.
- Health Cash Plan – Cash back for Dental, optical, and other treatments.
- Employee discounts across a range of high street products.
- Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy.
- Income protection insurance.
- Life assurance policy.
- Enhanced family leave.
- Cycle to work scheme.
- Employee Assistance Programme.
- Flexible working options across most roles.
Ready to Apply?
If our client and if this opportunity excites you and you’d like to consider joining them, please apply today with your CV!
Equality, Diversity and Inclusion
Our client is committed to creating a workplace where everyone feels welcome, respected, and able to thrive. They believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience – nothing else.
They are proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything they do.
By applying for this role, you’re sharing your information with our client, however they take your privacy seriously.
