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Client Service Advisor

2 months ago

Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time
About the Role

We are seeking a highly motivated and organized Client Service Advisor to join our team at Skipton Business Finance. As a Client Service Advisor, you will be responsible for providing exceptional customer service to our clients, ensuring timely and accurate processing of client accounts, and maintaining strong relationships with clients and debtors.

Key Responsibilities
  • Manage a portfolio of clients, providing outstanding customer service and ensuring timely and accurate processing of client accounts.
  • Accurately allocate and reconcile cash and credit notes, ensuring that new debtors are set up within 24 hours of receipt of suitable information.
  • Chase all invoices from the Advance Notice of Disapprovals report and chase each client's top overdue accounts on a regular basis throughout the month.
  • Achieve monthly collection targets and review each client's disputes with the client at least once a month.
  • Undertake month end reconciliations and ensure adherence to the practices and procedures.
  • Undertake sounding/verification exercises on a daily basis to ensure we are protecting the security of SBF.
  • Deal with returned/bounced cheques in a timely manner.
Requirements
  • Ability to work accurately and efficiently under pressure and to strict deadlines.
  • Computer literate with fast, accurate keyboard skills.
  • Excellent communication skills, both written and verbal due to level of customer/client interaction.
  • Excellent numeracy skills.
  • The ambition to complete relevant industry qualifications (UK Finance Foundation course).
What We Offer

We offer a competitive salary, a range of benefits, and opportunities for career development and growth. Our team is dedicated to providing exceptional customer service and working together to achieve our goals.