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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.
  • Process and allocate all notification schedules, cash/BACS receipts, and collate necessary paperwork for clients.
  • Report potential risk situations to relevant parties and take appropriate action.
  • Build and maintain strong relationships with clients and debtors, promoting the name of Skipton Business Finance.
  • Identify opportunities to offer our services to new clients and generate leads.
Requirements
  • Excellent communication and interpersonal skills, with the ability to work accurately and efficiently under pressure.
  • Computer literate with fast and accurate keyboard skills.
  • Ability to work accurately and efficiently under pressure and to strict deadlines.
  • Excellent numeracy skills.
  • Ambition to complete relevant industry qualifications (UK Finance Foundation course).
What We Offer
  • A competitive salary of up to £26,000 depending on experience.
  • A range of benefits, including 25 days standard annual leave, holiday trading scheme, quarterly discretionary bonus scheme, and matching employer pension contribution.
  • Opportunities for training and development, including the UK Finance Foundation course.
  • A dynamic and supportive work environment with a focus on work-life balance.