Client Care Work Order Coordinator

at  OASIS Group

ACCOUNTABILITIES

• Consistently meet required key performance indicators.
• Actively monitor risks and to foresee/identify potential problems and proactively identify solutions to address them in advance.

CANDIDATE REQUIREMENTS

• Experience of servicing written and telephone client order creation requests.
• Can communicate fluently in English.
• Experience of providing excellent client service.
• A strong attention to detail.
• Flexible and ability to operate to tight deadlines.
• A proactive mindset and professional manner.
• Demonstrate the ability to take ownership.
• Excellent all-round computer and software skills, ideally using a CRM e.g. Salesforce or Zendesk.

THE ROLE

In this role you will be primarily responsible for data entry of client work-order requests as the main transactional requirement for clients into the group. This role will process client orders, update information in systems and work with team members and managers to ensure that client work order input is accurate and completed within agreed service levels.

RESPONSIBILITIES

• To process client orders, keying system transactions accurately and within the contracted service levels.
• To follow all group policies and standard operating procedures.
• To live the OASIS values, in particular, client obsession - ensuring effective communication and responsiveness to client requests.
• Using strong written and oral communication skills ensure that every contact is managed to a high standard creating a great experience for clients.
• To update all systems with clear and accurate information, being proactive to establish missing or out of date client contact data.
• To identify risks/issues which create a barrier to great client care and highlight these to your manager.
• To continuously support all training and personal development to ensure that you maintain the highest standard of client care.
• Comply with all company policies and all relevant data protection legislation to ensure:o Our clients and team members’ sensitive and personal information is protected and processed in accordance with the law.o Our team members’ and clients’ rights under the legislation are fully protected.
• Adhere to all company policies and complete all mandatory training modules.
• Report any potential or actual security, environmental or health and safety incidents to your line manager and or the OASIS Compliance team as soon as you become aware of them.