Client Consultant - #2113684

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.
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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 bank holidays.
• Option to buy or sell up to 5 additional days of annual leave.
• Private medical insurance.
• Group life assurance.
• Health cash plan.
• Wellbeing fund to support mental and physical wellbeing.
• Modern office environment, breakfast, coffee and soft drinks.
• Ongoing investment in learning and development.