Customer Operations Advisor Contract: Full-time, Permanent (Mon-Fri 9am – 5pm) Location: Norwich / Hybrid (3 days in office)Benefits: Pension, Health Plan, 5 weeks’ holiday, plus birthday day off, plus 8 paid Bank Holidays, Holiday Purchase Scheme, Gym discounts. About us Operating in the UK since 1993, Citation ISO provides professional consultation and support for Organisations that require a hassle-free and cost-efficient route to ISO Certification. We have proudly been delivering internationally recognised Management Systems for almost 30 years, with the aim of ‘making businesses better’. Our growth plans are ambitious, and we’re part of the private equity-owned Citation Group. Our customer base has grown significantly over the past few years, and this growth will continue – that’s where you come in. About You For this role, you will need the following key skills & attributes: • Previous demonstrable experience of delivering to KPIs, with a background in administration, customer service or support. • Your accuracy is a key strength. • You will have a passion for delivering exceptional service to customers and colleagues. • Motivated and resilient, adaptable, strong organisational skills with the ability to multitask/prioritise appropriately • You will love to build great relationships and build rapport easily, creating strong relationships with customers and colleagues using a collaborative manner to achieve desired results. Excellent listening and negotiation skills, along with good verbal and written communication skills • Ability to understand and retain complex procedures. • Natural problem solver and decision-making skills • You will have a high level of attention to detail and commitment to quality • Can do attitude • Computer literacy, including strong knowledge of Word, Outlook and Excel • Previous experience of working CRMs advantageous • Knowledge of ISO Certification advantageous, but not essential Purpose of the role The primary function of the role is to quote, contract and process existing client requests for mid-contract changes, including issuing new contracts and addenda in a timely response. Key tasks: • Mid-Contract enquiries; handling client queries who are already in contract, including advising on new account set up, any one-off services needed and ongoing audit requirements, quoting contract fee amendments, issuing new contracts or contract addenda and updating all relevant systems/departments with relevant changes • Contract Addendums: produce relevant client contract(s) and manage an accurate, timely return from client and update all relevant systems/departments with relevant changes • Process File checks of new sales; o Check all new sales approved for Citation BDM, Citation GIST and Norwich Sales to confirm that all relevant paperwork has been completed accurately and that Salesforce CRM and Filemaker records have been created correctly. - Confirm data accuracy by cross-checking contract values and relevant discounting with current Price Books. Confirm ASCB suitability by cross-checking new service form output versus reasons for seeking document, ensuring relevant problem resolution emails are retained on Salesforce. o Once all criteria have been met, create all relevant client files, documents, and Manager approve for Diary Management to be able to schedule appointments. • Work with Managers to resolve issues; Work with GIST Manager to resolve any queries associated with Citation GIST sales. Work with the Head of Sales to resolve any queries associated with Norwich and BDM sales. • Novation Agreements; produce Deeds of Novation and manage an accurate, timely return from client and update all relevant systems/departments with relevant changes • Change of Certificate Details; email Change of Certificate Details forms to the client, once receive,d process of pass to 2nd Line team for further review (i.e. change of cert scope) • Handle customer enquiries IVR option; ensure timely response times and aim to resolve queries on first contact • Live chat; provide live chat support • Customer communication; maximise the use of technology to ensure that customer contact is timely, professional and meets customer expectations e.g. live chat, email, etc. • Customer enquiries; progression of customer enquiries workstream, including sales and ISOMentor inboxes to ensure timely response, achieving internal targets and KPIs. • Client feedback; proactively help gather customer feedback data and report trends to Customer Operations Manager regarding the service provided, in order to ensure our customer journey continues to improve. • Personal development; ensure your own continuous professional development by keeping abreast of current retention and development techniques and trends • Any other duties as required Key Skills: • Motivated and target-driven with a proactive, can-do attitude• Strong attention to detail and confident handling data• Good communication skills (written and verbal)• Organised and able to manage multiple tasks effectively• Quick to learn new systems, products, and processes• Comfortable working cross-functionally in a team environment• Basic proficiency in Microsoft Word, Outlook, and Excel• Experience using CRM systems (Salesforce desirable)• Reliable, adaptable, and ready for any challenge....Read more...
Customer Operations Advisor Contract: Full-time, Permanent (Mon-Fri 9am – 5pm) Location: Norwich / Hybrid (3 days in office)Benefits: Pension, Health Plan, 5 weeks’ holiday, plus birthday day off, plus 8 paid Bank Holidays, Holiday Purchase Scheme, Gym discounts. About us Operating in the UK since 1993, Citation ISO provides professional consultation and support for Organisations that require a hassle-free and cost-efficient route to ISO Certification. We have proudly been delivering internationally recognised Management Systems for almost 30 years, with the aim of ‘making businesses better’. Our growth plans are ambitious, and we’re part of the private equity-owned Citation Group. Our customer base has grown significantly over the past few years, and this growth will continue – that’s where you come in. About You For this role, you will need the following key skills & attributes: • Previous demonstrable experience of delivering to KPIs, with a background in administration, customer service or support. • Your accuracy is a key strength. • You will have a passion for delivering exceptional service to customers and colleagues. • Motivated and resilient, adaptable, strong organisational skills with the ability to multitask/prioritise appropriately • You will love to build great relationships and build rapport easily, creating strong relationships with customers and colleagues using a collaborative manner to achieve desired results. Excellent listening and negotiation skills, along with good verbal and written communication skills • Ability to understand and retain complex procedures. • Natural problem solver and decision-making skills • You will have a high level of attention to detail and commitment to quality • Can do attitude • Computer literacy, including strong knowledge of Word, Outlook and Excel • Previous experience of working CRMs advantageous • Knowledge of ISO Certification advantageous, but not essential Purpose of the role The primary function of the role is to quote, contract and process existing client requests for mid-contract changes, including issuing new contracts and addenda in a timely response. Key tasks: • Mid-Contract enquiries; handling client queries who are already in contract, including advising on new account set up, any one-off services needed and ongoing audit requirements, quoting contract fee amendments, issuing new contracts or contract addenda and updating all relevant systems/departments with relevant changes • Contract Addendums: produce relevant client contract(s) and manage an accurate, timely return from client and update all relevant systems/departments with relevant changes • Process File checks of new sales; o Check all new sales approved for Citation BDM, Citation GIST and Norwich Sales to confirm that all relevant paperwork has been completed accurately and that Salesforce CRM and Filemaker records have been created correctly. - Confirm data accuracy by cross-checking contract values and relevant discounting with current Price Books. Confirm ASCB suitability by cross-checking new service form output versus reasons for seeking document, ensuring relevant problem resolution emails are retained on Salesforce. o Once all criteria have been met, create all relevant client files, documents, and Manager approve for Diary Management to be able to schedule appointments. • Work with Managers to resolve issues; Work with GIST Manager to resolve any queries associated with Citation GIST sales. Work with the Head of Sales to resolve any queries associated with Norwich and BDM sales. • Novation Agreements; produce Deeds of Novation and manage an accurate, timely return from client and update all relevant systems/departments with relevant changes • Change of Certificate Details; email Change of Certificate Details forms to the client, once receive,d process of pass to 2nd Line team for further review (i.e. change of cert scope) • Handle customer enquiries IVR option; ensure timely response times and aim to resolve queries on first contact • Live chat; provide live chat support • Customer communication; maximise the use of technology to ensure that customer contact is timely, professional and meets customer expectations e.g. live chat, email, etc. • Customer enquiries; progression of customer enquiries workstream, including sales and ISOMentor inboxes to ensure timely response, achieving internal targets and KPIs. • Client feedback; proactively help gather customer feedback data and report trends to Customer Operations Manager regarding the service provided, in order to ensure our customer journey continues to improve. • Personal development; ensure your own continuous professional development by keeping abreast of current retention and development techniques and trends • Any other duties as required Key Skills: • Motivated and target-driven with a proactive, can-do attitude• Strong attention to detail and confident handling data• Good communication skills (written and verbal)• Organised and able to manage multiple tasks effectively• Quick to learn new systems, products, and processes• Comfortable working cross-functionally in a team environment• Basic proficiency in Microsoft Word, Outlook, and Excel• Experience using CRM systems (Salesforce desirable)• Reliable, adaptable, and ready for any challenge....Read more...
Purpose of the Role
The Payroll Assistant will provide high-quality and comprehensive business support services to ensure the effective delivery of payroll functions. Working within a busy exchequer team, the postholder will be responsible for supporting payroll operations, following standard processes with accuracy, and delivering excellent customer service to both internal and external stakeholders.
The role requires attention to detail, the ability to prioritise workloads, and a commitment to continuous improvement and efficiency.
Key Responsibilities
Deliver accurate and timely business support to ensure effective operation of payroll services, including:
Data entry and analysis
Record keeping
Responding to payroll queries
Providing administrative support at payroll-related meetings
Support the delivery of the monthly payroll cycle, ensuring tasks are completed within agreed deadlines.
Provide high-quality customer service, resolving straightforward enquiries and escalating complex issues when required.
Ensure accurate audit trails are maintained and that records are processed in line with compliance standards.
Contribute to continuous improvement, helping to identify opportunities for greater efficiency, automation, and improved working practices.
Develop knowledge and skills to carry out payroll and business support tasks consistently and effectively.
Support the induction and on-the-job training of new colleagues.
Organise and prioritise workloads to meet deadlines, keeping managers updated on any issues that may affect service delivery.
Provide accurate notes, minutes, or written records of meetings as required.
Work collaboratively as part of the payroll team and provide flexible support across different work streams as needed.
Skills, Knowledge & Experience
Essential:
Experience of working within a business support or payroll-related environment, delivering accurate and timely services.
Strong communication skills with the ability to deal effectively and professionally with a wide range of stakeholders.
High level of IT literacy, including use of Microsoft Office applications (Word, Excel, Outlook).
Experience of delivering excellent customer service in a fast-paced environment.
Ability to manage workloads, prioritise effectively, and meet deadlines.
Commitment to continuous improvement and developing skills and knowledge.
Desirable:
Previous payroll experience.
Working knowledge of HR/Payroll systems such as SAP.
Behaviours & Competencies
Take Responsibility: Demonstrates accountability for work, delivering results with a proactive, positive approach.
Open, Honest and Respectful: Communicates clearly and courteously, building trust and positive working relationships.
Listen and Learn: Responds to feedback constructively and adapts approach where needed.
Work Together: Collaborates effectively with colleagues, sharing knowledge to achieve collective goals.
....Read more...
