Client Relationship Executive

6 months ago

London, United Kingdom Charles and Dean Ltd Full time

**CLIENT RELATIONSHIP EXECUTIVE**

We have an exciting opportunity for an individual to join our award-winning team located in the city of London. Charles & Dean is a finance brokerage that has been recognized as a 'best employer (2022)' in the industry, boasting a young and dynamic team that offers great opportunities for career advancement. As a Client Relationship Executive, your main responsibility will be to manage communication between clients, lenders and our brokers, while delivering exceptional customer service throughout the process of finalizing finance agreements.

**Responsibilities**:

- Act as the main point of contact between customers, suppliers, and lenders throughout the document processing and payout stages
- 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 compliance with company procedures
- Collaborate with lenders and share best practices
- Keep the company CRM system up-to-date at all times
- Delegate tasks to the Payout Coordinators
- Compliance accountability

**Requirements**:

- Excellent communication skills both verbal and written
- 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
- Fluency in English (required)

**Benefits**:

- Company pension
- Private medical insurance
- Financial planning assistance
- 22 days holiday allowance + birthday off
- Clear progression plan
- Regular company events, dinners and networking opportunities
- Company trips for high performers (including abroad)
- Paid for professional development courses (CPD)
- Cycle-to-work and mental health programmes
- Office snacks, drinks and end-of-month lunches
- Referral bonus programme
- Central London Office close to Monument/Bank tube stations

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Health & wellbeing programme
- On-site parking
- Private medical insurance
- Referral programme
- Work from home

Schedule:

- Monday to Friday

Ability to Relocate:

- London: Relocate before starting work (required)

Work Location: In person

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