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Client Relationship Executive

3 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