Customer Service Executive - Property Management
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Client Overview
My client is an established property company that offers a number of services to their national client base. They have recently created a new department which they expect to provide exciting opportunities to those with customer service experience that are looking to develop and progress.
Responsibilities & Duties
Whilst the following provides a description of the tasks to be undertaken by the FPOC Administrator, there will be requirements for the individual to undertake some other duties that are essential to the smooth running of the office. These must be mutually agreed between the Administrator and the Team Leader.
- To answer the telephone and deal with requests from clients and customers that require a routine response. For more complex issues, to direct calls to the appropriate person.
- To use mail merges to deliver general correspondence to clients and leaseholders.
- To work with the Department Head or Branch Manager and Property Managers in the preparation of and responses to, all client, contractor and customer communications whether by telephone, e-mail, fax or letter.
- To process, scan, photocopy and file documents as required.
- To assist the Property Managers responsible for the portfolio of properties in the preparation of service charge budgets, notes of explanation, management agreements, reports to clients and senior management.
- To assist in updating monthly Branch or Department Reports.
- To assist in uploading documentation to the Datastation system.
- To maintain and update the diary of appointments for the Department Manager or Branch Manager and Property Managers; property inspection checklists, notes of client and residents' meetings.
- To code and prepare invoices for signature by the Property Managers.
- Under the direction of the Property Managers, to organise and issue works orders for routine maintenance such as cleaning, gardening and other low risk maintenance.
- To liaise with other departments to obtain or provide information relating to the portfolio.
- Under direction of the Regional Manager to assist with the preparation, cataloguing, despatching and retrieval of archive material to secure storage.
- To attend meetings as required.
- To carry out all duties within ARMA guidelines and RICS code of practice
- To complete all mandatory online training courses in a timely manner and to take part in optional training courses as considered appropriate by the Department Head or Branch Manager
- To ensure that FCA regulation guidelines are adhered to in all working practices and behave in accordance with these rules and Treating the Customer Fairly guidelines
- To be courteous and professional in all dealing with clients, customers, contractors and general public
- To be punctual at all times and ensure that you are dressed in accordance with the Dress Code
- To actively seek to obtain new instructions for the Company
- To develop business relations with group members in order to maximise cross-selling opportunities
- To be an active team member; contributing to the motivation and achievements of the department or branch.
- To endeavour to remain informed of new relevant legislation and best practice guidelines.
We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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