Customer Relationship Executive

2 weeks ago


United Kingdom JBR Capital Full time

JBR Capital is a bespoke specialist high-end vehicle finance lender dedicated to enabling customers to transform their automotive passion into reality. We combine the expertise of our colleagues with the efficiencies of cutting-edge technology to build a scalable platform that redefines passion asset lending.
We believe in taking a holistic view of each customer’s unique situation, and we apply the same approach when seeking individuals who are passionate about delivering a premium service to join us. At JBR Capital, we are committed to fostering a dynamic and inclusive workplace where innovation and creativity are encouraged. By nurturing talent and providing development opportunities, we ensure that our team remains at the forefront of the industry, delivering exceptional experiences for our clients while enjoying career development.

As a Client Services Executive you will need to work with great attention to detail and be able to work well in a team as well as on your own initiative in a fast past environment. You will be expected to become the key contact for your assigned introducer accounts.

As a member of the Client Services Team, the incumbent is expected to support the decision-making and operation of the wider business, and to act as a role model and to others, leading the Company’s Values and making a positive contribution to the Company’s culture

Supporting the Business Development Managers and managing their accounts.
Building and maintaining relationships with brokers, dealers and end customers.
Quoting various finance product types to different parties.
Processing financial applications from initial proposal stage to pay-out.
Producing various finance agreement documents for customer signature.
Dealing with a high volume of emails and phone calls
Adhere to all Legal, Regulatory, Compliance and Business policies and procedures.
Continually seek out opportunities to improve the operation and build efficiencies into processes to reduce manual workload
Own, investigate and resolve all Client enquiries regardless of complexity, provide excellent service via verbal and written forms of communications.
Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimise financial loss.
Support Senior/Client Support Manager through provide accurate reporting on processes completed and variance to ensure individual / departmental MI is available to drive performance and forecasting

Sales admin/client services/account management within the financial services
Customer Service experience
Show initiative to work alone as well as in a team
Good computer skills including proficiency in Microsoft applications
Computer literate (good knowledge of MS Office suite – Excel, Word)
Excellent consumer lending regulatory knowledge and understanding including FCA, JMLSG, BCOBBS



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