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Client Service Executive

Job Posted: a month ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Leatherhead, Surrey

Expire in: 2 days

Job Description

Client Service Executive

Our client is looking for a proactive and customer‑focused Client Service Executive to join their friendly, ambitious and growing team.

You will be the first point of contact for client/customer queries via their service desk and telephone support line, while maintaining accurate and up‑to‑date information on their CRM systems. You will also play a key role in onboarding and training new customers, facilitating product enquiries, and supporting light account management activities in close collaboration with the wider Commercial team.

  * £30,000 - £35,000 (DOE)

  * Leatherhead

  * Monday to Friday, 9.00 am – 5.30 pm

  * Hybrid (3 days office)

  * Free parking

  * 25 days holiday

  * Excellent company benefits

Key Responsibilities:

Deliver excellent customer service and build strong, positive relationships with clients.

Manage, action and monitor incoming customer queries via phone and email through their service desk.

Work effectively within a collaborative team environment.

Support the sales team by developing account insights and sharing relevant intelligence.

Identify and qualify opportunities or leads to pass to the sales team.

Support reporting on sales activity, including pipeline updates and new prospect tracking.

Onboard new customers and deliver training on products and services.

Create, update and maintain customer support materials and documentation.

Assist with internal and external audits relating to the team.

Collaborate with Sales and Marketing to optimise service efficiency and strengthen customer relationships.

Monitor and report on KPIs.

Support the development and documentation of processes.

Aptitude, Skills & Abilities

  * Strong client facing and presenting skills.

  * Ability to demonstrate products to customers.

  * Proficient in Outlook and MS Office.

  * Presentation skills: able to convey a point in a clear and effective way while delivering in a professional yet warm and personable style.

  * Comfortable managing multiple customer enquiries at once and prioritising effectively.

  * Strong follow‑through to ensure customer issues are fully resolved.

  * Ability to learn new systems and processes quickly.

Personal Attributes / Disposition

  * Communication skills: excellent verbal, written and interpersonal

  * Results orientation: you are a person who likes to complete a project on time and done well.

  * Teamwork: able to work effectively with others in a group and participate in new ideas generation.

  * Approachable and friendly style when engaging with customers.

  * Takes ownership of tasks and sees things through to completion.

  * Open to feedback and willing to adapt based on team or customer needs.

  * Shows initiative and suggests improvements when spotting inefficiencies.

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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