Client Services Executive - Financial Services

2 days left

Recruiter
Flair4recruitment
Location
Bath, Somerset
Salary
20000.0000
Posted
22 Jul 2017
Closes
21 Aug 2017
Contract Type
Permanent
Hours
Full Time

We are looking for a Client Services Executive to join our Financial Services client in Bath.

The focus of this busy Broker Support team is to grow an existing portfolio of accounts. The position requires a high level of administrative support to ensure that proposal information is efficiently presented to the underwriting team.

Overview:

  • Develop via the telephone effective relationships with the existing broker account base

  • Ensure fast, efficient, high quality, error free processing of proposals/applications in line with customer needs and agreed service levels

  • Contact brokers in order to gain information required to establish customer credit approval, and compile deal packages to pass for underwriting decision

  • Run credit/land registry searches

  • Progress chase and follow-up all accepted proposals in order to win business

  • Identify new business opportunities from non-supporting or lapsed broker accounts

  • Ensure comprehensive, up-to-date customer account records are maintained on a database

Skills and experience required:

  • Experience of working within a sales/relationship support role

  • Leasing/broker experience

  • Excellent time management

  • Good Keyboard Skills/PC knowledge and understanding

  • Personally motivated to work in a customer focussed environment with the ability to work well under pressure

  • Excellent telephone communication skills

For more information about this role, please get in touch with an updated CV.