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Client Management

4 months ago

Stamford Lincolnshire, United Kingdom Charles & Dean Full time

We have an exciting opportunity for an individual to join our award-winning team located in Stamford, Lincolnshire. Charles & Dean is a finance brokerage that has been recognised as 'Best Employer (2022)' in the industry, boasting a young and dynamic team that offers great opportunities for career advancement. As a Client Relationship Executive within our Commercial Division, your main responsibility will be to manage communication between clients, lenders and our brokers, whilst managing and maintaining an excellent client experience.

Responsibilities
Act as the main point of contact between customers, suppliers, and lenders throughout the document processing and payout stages
To develop and nurture relationships with our customers to uphold our exceptional 5-star Trustpilot rating
Work closely with the sales team to ensure customer needs and timescales are understood and met
Ensure that all customer documentation is processed efficiently and submitted to our lenders in a compliant manner, in line with company procedures
Collaborate with lenders and share best practices
Keep the company CRM system up-to-date at all times
Professionally handle phone and email communications
Delegate tasks to the Payout Coordinators
Compliance accountability


Requirements
Excellent written communication skills
Professional and engaging telephone manner alongside confidence in dealing with a range of clients
Priority and time management skills
A team player and problem solver
Aptitude for providing exceptional customer service
Commitment to the Charles & Dean values
Computer and mathematical literacy
Ability to work efficiently under pressure
Strong eye for detail


Why Charles & Dean?
~ Private Healthcare through Vitality
~ Access to Spill Mental Health Support
~ Access to Octopus Money Financial Advice
~ Enhanced Sick Pay
~ Cycle to Work Scheme
~ Company Pension
~ Referral Programme
~ Company Events
~ Free Parking
~22 days Annual Leave, plus Birthday Day Off