Job Details

Client Services Administrator

Location: Wimbledon

Permanent Full Time

Salary: £32,000-£36,000

Hybrid - 9:30am to 5:30pm or 10am to 6pm or 9am to 5pm

Are you interested in taking on a new key role within an entrepreneurial, dynamic and growing company?

Our client is looking for someone to join their Customer Accounts team to work with and support their Accounts and Finance team, as well as their Sales Executives, in their daily tasks. You will ensure clients have the right services, are onboarded successfully, and are correctly invoiced.

Essentials:

• Experience working with Safe, Salesforce CRM (beneficial but not essential)
• Experienced using Microsoft office
• Strong attention to detail
• Accurate record keeping (essential)
• Strong organisational and prioritisation skills
• Great communication skills (essential)

Key Responsibilities:

• Client data entry and editing in CRM (Salesforce)
• Record keeping using internal Excel spreadsheets
• Emailing client firms to request approvals for new user trials and subscriptions
• Creating and sending client contracts
• Managing product email lists through the email service provider
• Reconciling client records and databases against invoices being sent to clients
• Fielding internal questions from sales and product teams on client lists and fee structure

Know someone on the job hunt? Refer them to Carlton Recruitment! If we successfully place them and they complete their 3-month probation, you’ll snag a £100 retail voucher as a thank you! ?? *Please note we will double check they have not already applied themselves or are on our books already*

To help speed up the process of uploading your CV to the client we would suggest that you send us your CV in Word format (or equivalent) if possible, rather than as a PDF

Disclaimer: Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants within 14 days then unfortunately you have not been shortlisted for this role.

Closing date for applications: January 31, 2025

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