Client Service Executive

Client Service Executive

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

• Salary: £30,000 - £35,000 (DOE)
• Location: Leatherhead
• Working hours: Monday to Friday, 9.00 am – 5.30 pm
• Work mode: Hybrid (3 days office)
• Parking: Free parking
• Holiday: 25 days
• Benefits: Excellent company benefits

• Deliver excellent customer service and build strong, positive relationships with clients.
• Manage, action and monitor incoming customer queries via phone and email through the 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.

• 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.

• 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.

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