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Client Relationship Executive

4 months ago

Stamford, 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.



Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.


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