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Client Relationship Executive
4 months ago
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