• First point of contact for customers on their Think Money journey, ensuring they understand the account and receive a good impression of the company.• Organising and distributing workflow for the whole team so all work was undertaken, such as individual workflow, I.D queries, card queries, emails and updating daily targets.• Assessing customer’s needs and competently making recommendations depending on their situation. • Work towards targets and KPI's, these are based on how many customer we bring to the company i.e. at application stage and ensuring customers don’t drop out at any point in the journey such as; uploading I.D, activating the account and using it and also retaining customers. • Strong understanding of all of Think Moneys policies and practices including the FCA and their TCF outcomes.

• Solely responsible for taking credit card/cash payments and allocating the money to the correct file and posting invoices and credit notes to the purchase ledger.• Due to the nature of this role I was able to assists clients with enquires this meant dealing with sensitive and confidential information. • Using Bankline Daily.• Ensuring new case files for each solicitor where opened with corrected and detailed information.

• Being the first point of contact for the business this allowed me to build a good rapport with clients.• General office duties such as; telephony, managing emails, organising schedules for solicitors and booking meeting rooms when required.• Assisting the accounts department with banking quires such as bacs payments, taking payments and writing cheques and taking large sums of money to the bank.• Ensuring new case files for each solicitor where opened with corrected and detailed information.

• General office duty’s such as typing, filling, managing workloads.• Sending for order numbers for each individual client within a set time frame.• Using sage on a daily basis for a number of tasks such as monthly statements, creating invoices and purchase ledger.• Assisting the credit control team, with chasing payment and payment allocations.• Solving quires and complaints via telephone and email.

• Responsible for the general day to day running of the office such as sending emails, typing, telephony calls and cashing up the tills.• This role required exceptional organisational skills as the shipments of international sales meant I had to follow specific guidelines given by customs.• Speaking with customers both over the phone and face-to-face. Advising customers on the different makes and styles of shoes to fulfill there needs as well as fitting babies and children's shoes.