Client Service Assistant

at  First Intuition

Job Title: Client Service Assistant
Location: Reading
Salary: 24,570 - 26000
First Intuition (FI) is a fast-growing, outstanding provider of accountancy training and apprenticeships. This is an exciting opportunity to join a fast-paced team with excellent career prospects. If you are hard-working and dedicated, FI is an ideal place to get ahead.

JOB SUMMARY

The Client Service Assistant will deliver exceptional service to our large clients and students, ensuring their needs are met. This dynamic role requires adaptability and effective task management to provide operational support for the Centre’s staff and the surrounding community.
The successful candidate will work closely with colleagues in the client team and operational teams to ensure all day-to-day tasks are accomplished. They will thrive in a dynamic, fast-paced setting and possess excellent communication skills in both verbal and written form. The role entails professionally interacting with tutors, skills coaches, administrative staff, and external customers to ensure seamless execution of day-to-day activities and adherence to established processes.

IT SKILLS:

The following would be advantageous in this role:

• Working knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, MS Teams) and other commonly used office packages
• Experience of using a CRM system

DUTIES AND RESPONSIBILITIES:

Working with the Senior Management and other stakeholders, you will help deliver high quality service to FI Reading & Southampton clients and act as one of the primary day to day contacts for our larger employers. This may include, but not be limited to:

• Act as the first point of contact for enquiries from students and their employers relating to course administration and providing appropriate advice and guidance.
• Maintaining sponsored student and client records with course booking data, progress reporting and the documentation and implementation of changes to study pathways.
• Liaising with regional FI centres in the coordination of administrative support for national clients.
• Supporting Account Managers/Client Relationship team with data collection and implementation of programme changes and sharing feedback / highlighting issues.
• Work closely with the client team to ensure SLA’s are met and provide the provision of consistent excellent service.
• Ensure accurate data entry of learner details and course bookings onto a variety of systems.
• Draft various apprenticeship enrolment forms onto our enrolment system.
• Track, chase and report on outstanding actions relating to the onboarding process.
• Produce reports on student and client information.
• The creation of courses in our CRM system
• The arrangement of any physical materials required for the delivery of courses.
• Administration duties for apprentices and commercial learners.
• Processing course enrolment, exam bookings, handle student queries and manage access issues.

Other duties commensurate within the role, including support to other colleagues in the company when required.

The following would be advantageous in this role:

• Working knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, MS Teams) and other commonly used office packages
• Experience of using a CRM syste