Client Service Adviser

4 weeks ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time
Role Overview

The Client Service Adviser will be responsible for maintaining the sales ledger, performing month-end reconciliations, and credit control for a portfolio of clients. This role requires excellent communication skills, both written and verbal, due to the level of customer/client interaction. The ideal candidate will have the ability to work accurately and efficiently under pressure and to strict deadlines.

Key Responsibilities

Maintain accurate and up-to-date records of client information
Process and allocate all notification schedules, cash/BACS receipts, and collate necessary paperwork for clients
Identify and report potential risk situations to relevant parties
Build and maintain strong relationships with clients and debtors, promoting the name of Skipton Business Finance through exceptional customer service
Generate new business opportunities by recognizing the potential for offering our services

Requirements

Excellent communication and numeracy skills
Ability to work accurately and efficiently under pressure and to strict deadlines
Computer literate with fast, accurate keyboard skills
Ambition to complete relevant industry qualifications (UK Finance Foundation course)

What We Offer

Skipton Business Finance offers a range of benefits, including 25 days standard annual leave, a holiday trading scheme, quarterly discretionary bonus scheme, and a commitment to training and development. We also offer a range of other benefits, including private medical insurance, salary sacrifice scheme for hybrid/electric car, and colleague mortgage scheme (conditions apply).

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