CSR Consultant
Confluent
Overview
To engage with clients and build long-lasting relationships by delivering an excellent, professional, and efficient service experience. This role is responsible for supporting clients throughout their servicing journey, ensuring they receive accurate information, timely assistance, and a seamless experience across all touchpoints.
Requirements
- Strong verbal and written communication skills
- Client focused, friendly and empathetic manner
- High adaptability, vigour, resilience, agility
- Accuracy and attention to detail
- Analytical Thinking
- Ability to use initiative
- Ability to problem-solve
- Ability to deal with complexity
- Ability to prioritise and function positively under pressure
- Ability to function as part of a team
- Accept accountability and take responsibility for tasks done
- Computer literacy
Responsibilities
- Maintain accurate and up-to-date client records, documentation, and correspondence
- Process client data, Paid-up letters, documents, and instructions efficiently and accurately
- Capture and update information on internal systems, ensuring data integrity and compliance
- Prepare and manage reports, summaries, and internal documentation when required
- Monitor workflow queues and ensure tasks are actioned within agreed turnaround times
- Track outstanding items and follow up proactively with clients, credit providers and internal teams
- Assist with compiling client information, confirmations, and communication packs
- Ensure all administrative procedures adhere to internal policies and regulatory requirements
- File, organise, and store documents securely for easy retrieval
- Support smooth coordination of internal processes, handovers, and escalations
- Conduct quality checks on captured information and documentation
- Maintain clean, accurate, and well-organised databases
- Provide administrative support during audits, reviews, or compliance checks
- Identify gaps or inefficiencies in administrative processes and recommend improvements
How to apply
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