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.


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Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.