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Case Handler (Customer Service)


Starting from £25,000 per annum


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Personal Estate Manager (Customer Service)

Starting Salary at £25,000 pa - Negotiable depending on experience

Bristol (Central)

Full-time (37.5 hours)

Essential Requirements:

  • A minimum of 3 years in a customer service focused environment. Experience in advising/providing support on highly technical services/products
    Proven experience in pro-actively managing a high customer caseload.
    Highly resilient.

Desirable Requirements:

  • Experience in full estate administration or probate.
    Experience in speaking with customers in distressing circumstances such as bereavement.

Staff Benefits

  • 25 days Holiday Entitlement (Increasing annually to 30) Buy or Sell up to 5 days holiday per year
    Health Cash Plan ? Cash back for Dental, optical and other treatments
    PERKS ? Employee discounts across a range of high street products.
    Income protection insurance Life assurance policy
    Company pension (Matched contribution up to 5%) 12 weeks Enhanced Parental leave policy Cycle to work scheme
    Employee Assistance Programme
    Free Office Fruit
    Premium ?Bean to Cup? coffee machine

About us

Kings Court Trust: We aim to be the most successful and respected estate administration business in the UK. A regulated business, founded in 2002, we only do one thing: estate administration. We are totally focused on our purpose, helping families to move on. Our business partners refer their clients to us and we provide our innovative and highly customer focused service to the family. As a result of this, we provide value to our partners. This value can be achieved by tailoring the outcome to the business partner depending on their service or commercial requirements.

Role Details:

We are looking for dedicated Personal Estate Managers to join our Customer Service Delivery team in a highly customer focused and past paced environment. In delivering the full estate administration process you will manage around 100 estates at any given time. Carrying out full reviews, ensuring the operational teams are completing the work required to progress the estate and meet your client's expectations and effectively manage communication with clients and business partners.

You will work tirelessly on customer service excellence whilst continuously improving communications with clients/business partners. You will have a ?customer-first, all the time? attitude.

You will ensure that we do everything in our power to make sure that unnecessary stress, anxiety, unexpected obstacles and a generally gruelling or difficult estate administration experience does not happen to the families that entrust us to take care of their estate administration.

Whilst professional experience is of high importance to us as a business in finding the right candidates, it is of equal importance that they are a suitable fit for the culture we offer as a business. We uphold four core values and behaviours: Pro-activity, Professionalism, Pride and Politeness. The right candidates will uphold these values in all aspects of their work whilst inspiring their colleagues to do the same.

Key Responsibilities:

  • Take ownership and responsibility for individual estates ensuring you provide the right levels of contact, support and advice to your clients and business partners Responding to incoming emails/telephone calls and check quality of correspondence before dispatch
    Ability to provide support levels required in difficult circumstances, helping families to move on
    Taking all incoming calls from customers/business partners and ensuring that you apply a

Posted 137 days ago

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