Customer Service Advisor Jobs Found 79 Jobs, Page 4 of 4 Pages Sort by:
Level 4 Apprentice Paraplanner
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This is an exciting opportunity for someone looking to start their career in financial services. Working closely with our Financial Planners and administrative team, you will support the advice process by undertaking research, preparing suitability reports, and ensuring high standards of compliance and service delivery. Conduct product and fund research to support advice strategies. Liaise with providers to gather accurate and up-to-date client information. Input and maintain client data using back-office systems (e.g., Salesforce, Voyant). Ensure all recommendations and reports comply with FCA regulations and internal procedures. Work towards gaining professional qualifications (R01, R02, R03 and J09 and developing knowledge of financial products and planning techniques. Provide administrative support as needed to ensure smooth client service delivery. Training:This is a work-based apprenticeship, and you will be supported by a qualified tutor. Training Outcome:For the right candidate this is a fantastic opportunity to become a fully qualified Paraplanner. This is a career path. For the right candidate, you may also want to further develop your qualifications to become a Financial Advisor and possibly, in the future, become a chartered Level 6 Finance Professional.Employer Description:Ian Bell Wealth Management has been a Partner Practice in St. James's Place since 2006, becoming a Senior Partner Practice is 2018. Our office is situated in the heart of the Derbyshire Dales, in Wirksworth otherwise known as “The Gem of the Peak.” We specialise in face to face advice and can see clients at our office, in their home, or place of work. With recent technology advances, we also offer virtual meetings for clients via various platforms such as Zoom, Teams and FaceTime, making it easier to stay connected in all locations across the country. Keeping up to date in this industry has always been essential and with the support of St. James's Place, Ian continues to study and his knowledge is regularly tested in the specialist areas on which he advises. There is no doubt following Brexit and COVID-19 the next few years will pose new situations, some of which may be challenging as inevitably there will be changes in our economy that will impact our lives. The need for ongoing financial advice will be evermore important and we are committed to helping clients, existing and new, to understand what they need to do with regards to savings, investment and retirement planning. As a business we are constantly looking at ways to improve our social responsibility; Last year we set up a project to consider all ways we operate the business and how it can be run as ethically and sustainable as possible, which we continue to do with improvements made regularly. Working Hours :You will be expected to work from the office between Monday to Friday. The hours will consist of usual office hours and you will get a half hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness ....Read more...
Technical Sales Advisor - Heating Products
Technical Sales Advisor - Heating ProductsSalary £25,000 to £34,000 basic + benefits (depending on experience)Home Based – must live in Yorkshire (for occasional meetings and training)Monday to Friday, between the hours of 9:00am to 5:30pmAbout the CompanyOur client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use.Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector.The RoleThis role would suit someone with a background in heating, plumbing, renewables or technical product sales support (for example a heating engineer, or someone who has supported customers with technical products).This is a product-focused role, supporting customers purchasing physical heating and wellness products – not IT or software support.You will be advising customers on product suitability, specifications and basic setup, as well as supporting the sales process from enquiry through to order completion.Key Responsibilities Managing incoming customer enquiries via phone and emailAdvising customers on product suitability, specifications and basic setupPromoting and selling the company’s range of heating and wellness productsIdentifying the right products for customer needs and upselling where appropriateProcessing customer orders accuratelyMaintaining CRM systems and managing sales pipelinesSupporting general sales administrationAssisting with improving and optimising product ranges onlineAdding and maintaining products on the website (Magento), including descriptions, images and pricingLiaising with warehouses and shipping providers to manage deliveries, including international shipmentsChecking supplier invoices and identifying discrepanciesManaging stock levels and placing orders with manufacturersMonitoring competitor pricing and market trendsSupporting website content including blogs and product information About You Experience in a technical sales support, internal sales or product advisory roleBackground in heating, plumbing, renewables or similar technical products (preferred)Experience supporting customers purchasing physical products rather than servicesConfident advising on product specifications and suitabilityStrong customer service and communication skillsOrganised, proactive and able to work independentlyComfortable working in a home-based environmentHigh attention to detail and strong administrative skillsGood level of numeracy and written EnglishConfident using Microsoft Outlook and ExcelExperience with CRM/ERP systemsExperience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noisePrevious experience working from home is advantageousA stable work history, with the majority of roles lasting 2+ years Screening QuestionsPlease ensure your CV demonstrates: Longevity in previous roles (typically 2+ years)Experience working from homeUse of CRM systems and managing sales pipelinesExperience adding products to websites and managing product listingsUnderstanding of pricing and marginsExperience optimising product ranges onlineExposure to online marketplaces (e.g. eBay, Amazon, Linnworks)Proficiency in Microsoft Outlook and Excel Additional InformationDue to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements.This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Technical Sales Advisor - Heating Products
Technical Sales Advisor - Heating ProductsSalary £25,000 to £34,000 basic + benefits (depending on experience)Home Based – must live in Yorkshire (for occasional meetings and training)Monday to Friday, between the hours of 9:00am to 5:30pmAbout the CompanyOur client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use.Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector.The RoleThis role would suit someone with a background in heating, plumbing, renewables or technical product sales support (for example a heating engineer, or someone who has supported customers with technical products).This is a product-focused role, supporting customers purchasing physical heating and wellness products – not IT or software support.You will be advising customers on product suitability, specifications and basic setup, as well as supporting the sales process from enquiry through to order completion.Key Responsibilities Managing incoming customer enquiries via phone and emailAdvising customers on product suitability, specifications and basic setupPromoting and selling the company’s range of heating and wellness productsIdentifying the right products for customer needs and upselling where appropriateProcessing customer orders accuratelyMaintaining CRM systems and managing sales pipelinesSupporting general sales administrationAssisting with improving and optimising product ranges onlineAdding and maintaining products on the website (Magento), including descriptions, images and pricingLiaising with warehouses and shipping providers to manage deliveries, including international shipmentsChecking supplier invoices and identifying discrepanciesManaging stock levels and placing orders with manufacturersMonitoring competitor pricing and market trendsSupporting website content including blogs and product information About You Experience in a technical sales support, internal sales or product advisory roleBackground in heating, plumbing, renewables or similar technical products (preferred)Experience supporting customers purchasing physical products rather than servicesConfident advising on product specifications and suitabilityStrong customer service and communication skillsOrganised, proactive and able to work independentlyComfortable working in a home-based environmentHigh attention to detail and strong administrative skillsGood level of numeracy and written EnglishConfident using Microsoft Outlook and ExcelExperience with CRM/ERP systemsExperience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noisePrevious experience working from home is advantageousA stable work history, with the majority of roles lasting 2+ years Screening QuestionsPlease ensure your CV demonstrates: Longevity in previous roles (typically 2+ years)Experience working from homeUse of CRM systems and managing sales pipelinesExperience adding products to websites and managing product listingsUnderstanding of pricing and marginsExperience optimising product ranges onlineExposure to online marketplaces (e.g. eBay, Amazon, Linnworks)Proficiency in Microsoft Outlook and Excel Additional InformationDue to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements.This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Project Administrator
JOB DESCRIPTION BUILD YOUR FUTURE WHILE YOU HELP BUILD A BETTER WORLD! Tremco Construction Products Group brings together Roofing & Building Maintenance, Commercial Sealants, Waterproofing divisions, Dryvit, Nudura and Willseal brands, Prebuck LLC, Weatherproofing Technologies, Inc., Weatherproofing Technologies Canada and PureAir Control Services, Inc. Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America. If you're looking for a place to build a career and a life, with great benefits, advancement opportunity, technology, people and a commitment to a sustainable future, you've found it with us. PROJECT ADMINISTRATOR This is a hybrid position (working both remote and onsite in Beachwood), and will support our Eastern Division. GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases. Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types. This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software. Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital. The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products. Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs. ESSENTIAL DUTIES AND RESPONSIBILITIES: The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes. Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness. Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation. Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type. For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting. Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations. Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements. Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services. They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end. This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting. OTHER REQUIRED DUTIES: Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary EDUCATION: Business Management/Administration or equivalent combination of education and experience. EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage OTHER SKILLS AND ABILITIES: Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCAThe salary range for applicants in this position generally ranges between $60,000 and $66,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law. Benefits: Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...